AMD + OpenAI 6GW Project Stargate Deal Analysis

OpenAI and AMD are committing to a massive deal for buildout of a new phase of Project Stargate. AMD is offering OpenAI 160 MILLION shares for a PENNY EACH! I talk about the strings, the winners and the losers in detail. 

Best Budget Ai GPU https://youtu.be/Vdxco6XML1I

🤖 QUAD 3090 Local Ai Server
GPU Rack Frame https://geni.us/GPU_Rack_Frame
Supermicro H12ssl-i MOBO (better option vs mz32-ar0) https://geni.us/MBD_H12SSL-I-O
Gigabyte MZ32-AR0 MOBO https://geni.us/mz32-ar0_motherboard
AMD 7V13 (newer, faster vs 7702) https://geni.us/EPYC_7V13_CPU
RTX 3090 24GB GPU (x4) https://geni.us/GPU3090
256GB (8x32GB) DDR4 2400 RAM https://geni.us/256GB_DDR4_RAM
PCIe4 Risers (x4) https://geni.us/PCIe4_Riser_Cable
AMD SP3 Air Cooler (easier vs water cooler) https://geni.us/EPYC_SP3_COOLER
iCUE H170i water cooler https://geni.us/iCUE_H170i_Capellix
(sTRX4 fits SP3 and retention kit comes with the CAPELLIX)
CORSAIR HX1500i PSU https://geni.us/Corsair_HX1500iPSU
4i SFF-8654 to 4i SFF-8654 (x4, not needed for H12SSL-i) https://geni.us/SFF8654_to_SFF8654
ARCTIC MX4 Thermal Paste https://geni.us/Arctic_ThermalPaste
Kritical Thermal GPU Pads https://geni.us/Kritical-Thermal-Pads
HDD Rack Screws for Fans https://geni.us/HDD_RackScrews

▶️ 5060Ti Full Review https://youtu.be/sCc-y4LXfHs
▶️ $750 Home AI Server https://youtu.be/3XC8BA5UNBs

LINKS
AMD Conference Call https://ir.amd.com/news-events/ir-calendar/detail/20251006-amd-conference-call
AMD K-8 https://ir.amd.com/financial-information/sec-filings/content/0001193125-25-230895/d28189d8k.htm
Announcement https://openai.com/index/openai-amd-strategic-partnership/

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#ainews #openai #amd

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