In this episode, we dive into OpenAI's landmark multi-year partnership with AMD for 6 gigawatts of AI GPUs, marking a significant shift in the AI chip landscape beyond Nvidia. We explore how this strategic collaboration will deliver AMD's Instinct MI450 GPUs to OpenAI starting in 2026, with potential "tens of billions" in revenue. The discussion also covers the Senate Health, Education, Labor and Pensions Committee's alarming report projecting AI could eliminate up to 100 million American jobs within a decade, and Cerebras Systems' decision to withdraw its IPO after securing $1.1 billion in private funding, valuing the AI chip company at $8.1 billion.https://www.aiconvocast.comHelp support the podcast by using our affiliate links:Eleven Labs: https://try.elevenlabs.io/ibl30sgkibkvDisclaimer:This podcast is an independent production and is not affiliated with, endorsed by, or sponsored by OpenAI, AMD, Cerebras Systems, or any other entities mentioned unless explicitly stated. The content provided is for informational purposes only and does not constitute financial, investment, or professional advice. All trademarks and company names mentioned are the property of their respective owners.

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