AMD's $5 Billion Bet: Anthropic Drives Chip Adoption
AMD's strategy to challenge Nvidia isn't just chips. It's about a $5B Anthropic deal and strategic partnerships solving the toughest hardware adoption puzzle.
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
With John Coogan, Jordi Hays · Sunday, July 26, 2026
This episode covers key developments in the AI industry, including AMD's latest chip announcements and strategic partnerships. Discussions also include Google's Q2 earnings, which sparked debate over the nature of its search revenue growth, and OpenAI's substantial investment in cloud computing infrastructure. The hosts further explore the rise of 'search funds' as an alternative path to entrepreneurship and Cognition's acquisition of the AI product, Poke.
Key takeaways
- AMD is making a bold play against Nvidia, not just by launching new hardware like the Helios MI450 system, but by strategically locking in major software partners. Read more →
- Cognition, a specialized AI company, acquired Interaction, the makers of the popular AI product Poke, surprising many who expected a consumer giant like Apple or OpenAI. Read more →
- Deepseek AI, a private entity, recently revealed astonishing financial health, including an 85% inference margin and $1 billion in API revenue, making the company cash flow positive. Read more →
- OpenAI projects a staggering $750 billion in cloud computing spending through 2030, a $150 billion leap from its previous $600 billion estimate. This represents an urgent, unprecedented scramble for computational power, far beyond mere growth. Read more →
4 articles from this episode
Cognition Buys Poke: Why Your Acquirer Won't Be Apple
Forget mega-corporations. Cognition's unexpected acquisition of Poke shows specialized AI players are hunting for distinct, delightful products. Broaden your M&A targets.
Deepseek CEO: $1B API, 85% Margins, AGI-First Focus Pays Off
Deepseek AI CEO Leang When Bung reveals 85% inference margins and $1B API revenue, proving intense focus on AGI can drive serious profit and rapid hardware payback.
OpenAI's $750 Billion Cloud Bet: The New AI Moat
OpenAI will spend $750B on cloud by 2030, a $150B jump. This signals a compute scarcity crisis and massive infrastructure race for founders.
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