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NVDAAMDAVGOMSFTORCLAMZNGOOGLBULLISHCore thesis · 5/5

OpenAI's multi-cloud, multi-chip compute strategy

The guest argued that OpenAI's strategy of partnering with multiple cloud providers and diversifying its chip supply shifts capital expenditure to operating expense and ensures access to frontier compute.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE