M.G. Siegler

speaker

6,543 appearances 15 recordings 1 series first heard Jan 2025 last heard 6 Jul

M.G. Siegler’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Jul 2026 with 1.

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Big Technology Podcast · OpenAI and AMD's Megadeal, Sam Altman and Jony Ive’s Bumpy Start. Meta vs. Apple · 6 Oct 2025 podcast

But again, the the wrinkle of it being one of the partners doing it, again, I think that that's related just thinking on the fly here. voice-verified

related to Stargate partners being able to use it in their own data centers. voice-verified

So like Oracle famously controls the one right now in Abilene, Texas. voice-verified

That's that's the only one that's actually being built right now, in the process of being built, while the others are still just sort of being signed and squared away. voice-verified

And so again, like voice-verified

Who gets what rights to purchase, you know, the the processors? voice-verified

Who gets what's rights to purchase the the c shares in AMD? voice-verified

And is AMD simply doing this again because it's sort of become like the table stakes thing? voice-verified

And by the way, it worked in terms of the narrative of it, right? voice-verified

Like their stock is up a huge amount right now, is flying because. voice-verified

Yeah, right. voice-verified

So like obviously that comes into play too. voice-verified

They all see that these deals get done and then the stock goes through the roof. voice-verified

Um, because investors are excited all of a sudden again about about AMD because they're doing a similar deal to you know what what Nvidia and and Intel and all the other players have voice-verified

And so that goes back to my post, the reason I wrote, you know, again off of riffing off of Sam's comments, because the only thing that I could think about, you know, in my head of like what they were voice-verified

you know, presumably talking about with this new method of financing or whatever, it wasn't actually new method of financing. voice-verified

It's it's basically using debt in a way to sort of get a flywheel going so that um, you know, obviously leveraging debt, especially for for data center build outs and things of that nature is not is nothing new. voice-verified

But what you what you're sort of ta alluding to here is exactly what might be the new element of it in that they these players are all trading revenue. voice-verified

And and you know, again, it starts with open AI agreeing to do these massive deals with another partner. voice-verified

But as everyone knows, as has been widely reported, open AI doesn't have the money to do these, you know, the deals to the extent they don't have the money in the bank, literally. voice-verified

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