Where does that leave AMD, considering OAI are taking a 10% stake?

You can't discount the impact this will have on global stock markets and what that may do to both individuals and, more importantly, pension funds, as a large swath of people are retiring

Sure who cares if we wipe out 15% of everyone’s retirement right as long as it’s got some schadenfreude involved.

> If this means that the fall of OpenAI will cause Oracle and Nvidia to crash and downsize

Only if those are the only actual real customers. It's not. The pie is a lot bigger. And with the current hype some other AI company will just take over and the bubble will continue.