Robbie Whelan
speaker
174 appearances
4 recordings
2 series
first heard Dec 2025
last heard 22 May
Robbie Whelan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in May 2026 with 1.
Appearances
And so everyone up and down the supply chain suffers.
And you can easily see a world where if the bubble did pop, if there is a bubble and if it does pop, then companies like AMD and Nvidia will really be directly in the firing line.
There's a lot of entrants in this market.
And so, yeah, this has implications for AMD.
I mean, Lisa Su is probably sitting there and watching and saying, hmm, that's interesting.
That's going to make our lives more complicated.
But maybe it does also validate her view that this market is really just so big that it requires a lot more suppliers.
I think that's very unlikely.
I think that NVIDIA's lead is so significant.
But there is a clue in the deal she made with OpenAI, there was a clue in the fine print of it about one of her goals.
And that was that under this deal, OpenAI only gets the full 10% of AMD's stock if AMD's stock reaches $600 a share.
which would imply that the full market value of AMD was $1 trillion.
So in other words, she wrote this deal with OpenAI in a way that incentivizes the company to become a trillion-dollar company.
That's exactly what she's saying, yeah.
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