Uploaded October 2025 | Updated September 2026, 1 week ago

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OpenAI just signed a deal so massive they measure it in power plants, not price tags. We break down the trillion-dollar logic powering the AI gold rush.

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• NEW: Amazon to pay massive price for ‘deceptive’ Prime program - YouTube (youtube.com/watch?v=obVJAMWGh_Y)
• Lawsuit accuses Amazon of 'fake' Prime Day deals | WPRI.com (wpri.com/business-news/lawsuit-accuses-amazon-of-fake-prime-day-deals/)
• OpenAI, Broadcom Forge Multibillion-Dollar Chip-Development Deal - WSJ (wsj.com/tech/ai/openai-broadcom-forge-multibillion-dollar-chip-development-deal-58d930d1)
• OpenAI and Broadcom sign 10GW deal - YouTube (youtube.com/watch?v=6zJtPuwGJ6I)
• amit on X (https://x.com/amitisinvesting/status/1977762272035688832)
• We could have a really large negative wealth effect if the AI bubble pops, says Jared Bernstein - YouTube (youtu.be/jDQEQKYgVew?si=q7W2u9mSX8KizFkR&t=277)
• We're still early in the AI cycle, says Bernstein's Stacy Rasgon - YouTube (youtu.be/CCNFbIf9-Vs?si=tVYXxrWkt4AghJ_E&t=139)
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