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5h ago

OpenAI’s Hyper-Scale Push Spurs Giant Partner Deals as Brand Campaign Stumbles

Investors are being asked to absorb growing risk as complex cross-holdings concentrate exposure to a single AI company.

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Wenn wir KI-Chatbots als Freunde wahrnehmen, kann das zum Problem werden. (Grafik: Midjourney / t3n)

Overview

  • OpenAI announced a cooperation with AMD that, according to FAZ, could grant it up to a 10% stake in the chipmaker under certain conditions tied to supplying processors for new data centers.
  • Nvidia’s reported plan to invest up to $100 billion in OpenAI deepens cross-links between leading AI firms, a setup FAZ notes has fueled outsized stock rallies and heightened dependence on OpenAI’s fortunes.
  • FAZ also reports a separate Oracle agreement valued at about $300 billion, underscoring OpenAI’s strategy to secure vast compute and infrastructure through massive commercial commitments.
  • System1 testing reported by Adweek and summarized by t3n found OpenAI’s prime-time ChatGPT TV ads performed poorly on brand fluency, with about 41% of viewers not recognizing the advertiser until the closing logo.
  • Sam Altman has publicly framed plans to spend several trillion dollars on compute even as current revenues remain modest and an MIT study found most corporate AI projects examined did not deliver financial returns.