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OpenAI

Executive Remarks Recast AI Race: Huang’s China Warning, Nadella’s Power Bottleneck, OpenAI’s Funding Clarification

Investors are recalibrating as power constraints eclipse chip counts.

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

Alphabet Hits $3 Trillion as Antitrust Ruling Eases Overhang and AI-Cloud Momentum Builds