this post was submitted on 10 Oct 2025

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This isn't a bubble (infosec.pub)

submitted 3 weeks ago by genfood@feddit.org to c/programmer_humor@programming.dev

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[–] ranzispa@mander.xyz 3 points 2 weeks ago

I see, then it's mainly AMD taking the risk. If stock prices go down OpenAI won't be able to pay them back and they will have spent the money to produce the chips. This seems like a big bet for AMD, 74 billions is not a small sum.