
AMD x OpenAI Alliance Aftermath Continues, Spilling Over into Power and Resources in AI Supply Chain (2025/10/08)
AMD and OpenAI's partnership clarifies AI real demand, server giant Dell revises long-term growth outlook upward and buys into the entire AI supply chain. Funds also spilled over into batteries and energy storage (Flux and EOSE) and BTC miners (BITF); POET fundraising and FIG re-evaluates SaaS on the back of Altman's ChatGPT introduction effect.