OpenAI holds $122B in cash and no IPO deadline, stripping Nvidia of the urgency and dependency that sustain premium chip pricing.
Broadcom dropped 7.95% and AMD held near flat as markets priced each company's exposure to OpenAI's supplier diversification.
Nvidia owns the training workload that ends once, while purpose-built inference chips capture every query that follows.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Sarah Friar, chief financial officer of OpenAI, sat with CNBC's Jim Cramer and described her chip procurement in the language a corporate treasurer would use. "We also have a strategy for diversifying our supply chain. And that is just good CFO risk mitigation. You never know when someone's supply chain is going to get gummed up. So you need to have multiple providers."
#chip #stocks #broadcom
Broadcom dropped 7.95% and AMD held near flat as markets priced each company's exposure to OpenAI's supplier diversification.
Nvidia owns the training workload that ends once, while purpose-built inference chips capture every query that follows.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
Sarah Friar, chief financial officer of OpenAI, sat with CNBC's Jim Cramer and described her chip procurement in the language a corporate treasurer would use. "We also have a strategy for diversifying our supply chain. And that is just good CFO risk mitigation. You never know when someone's supply chain is going to get gummed up. So you need to have multiple providers."
#chip #stocks #broadcom
2 months ago
