The artificial intelligence industry is “few”

“We are few, we are a few, we are a group of brothers.” A crowd of a crowd from Shakespeare Henry V, Before the Battle of Angecourt, the euphoria of the artificial intelligence elite may also be today.

Last night, Openai revealed a partnership with AMD, in which 6 GB of the recent instinctive graphics processing units will be deployed to operate its Amnesty International’s infrastructure. The deal includes an Openai note to get up to 10 % of AMD.

This comes after Openai’s $ 100 billion in agreement with Nafidia.

Openai was also a catalyst for leap in Figma The stocks after CEO Sam Altman promoted the technique of the design program seller at a pilot show on the stage.

But as our colleagues in the United States IndicateThe arrangement between Openai and AMD adds a new layer to the circular nature increasingly for the corporate economy from artificial intelligence, where capital, fairness and account are traded between the same handful of companies that build and operate technology.

NVIDIA provides the capital to buy its chips. Oracle Helps build sites. AMD and Broadcom exceeding suppliers. Openai proves the request.

It is a tightly wounded circular economy, and analysts fear that they will face real stress if any association in the chain begins with weakness.

While AI Arms Arm is accelerating, the question is waving – can you carry this “Band of Prothes” the weight of the entire industry expectations?

And like the Battle of Agincourt, can they remember them not for their numbers, but because of their influence on the area of ​​artificial intelligence?

– McKenzi Segalos of CNBC contributed to this report.

Openai-AAD announces the deal. It can be seen Sam TamanA company takes a 10 % share in the chips maker. Openai will publish 6 GB of AMD instinctive graphics processing units over several years and across multiple devices of devices. AMD shares increased by 23.71 % on Monday after news.

Figma Ride Openai noise. the The shares of the design of the design programs increased by 7 % After Altman discussed Figma Integration in Chatgpt, and showed how third -party applications can connect the Openai applications development framework.

Tesla raises a possible new car model. Timing The shares rose more than 5 % on Monday after the electric car maker published a humor video on X, which sparked speculation that the company could be You are preparing to launch a new car.

S & P and Nasdaq arrive new Records. On Monday in the United States, both indexes were moved Through optimism about increasing integration and purchase activity after announcing a major deal, namely Openai-AMD and Bancorp VIII.S. Agreement To buy the bank’s colleagues, Comics for $ 10.9 billion. In Europe, Stoxx 600 ended today Change a little.

(Professional) Three large bets outside the United States Select Bridgewateer Associats Three major markets Who says it can provide a layer of flexibility to the governor as the exposure of investor shares has reached its highest levels at all times.

Paul Tudor Jones says the ingredients are present for a huge gathering before “blow” up to the bull market

Director of the Hittage Fund billionaire Paul Tudor Jones It is believed that the conditions are specific to a strong increase in stock prices before the emerging market excels.

“I think I think all ingredients are there for a kind of blow,” Jones said on Monday.Squawk box”

The founder and chief investment official in Tudor Investment said that today’s market reminds us of the preparation leading to the explosion of the Dot-Com bubble in late 1999, with dramatic gatherings in the shares of technology and increased speculation behavior.

Yun Lee