Sam Altmann cope AMD pump has to be the last leg of this bubble considering the Intel cope play has occurred. There will be a final hail Mary, but no idea what it will be
AES for power supply.
- It's cheap, hasn't been priced in for large data centers
- Existing contracts with Google etc
- Sam Altman said in his blog post they need immediate power (before any of the long term nuclear options eventuate)
I'm going for Jan 2027 calls, various strikes.
Also blackrock is sniffing around..
Tinfoil hat take: Sam Altman knows he won’t be able to pay for all these promises but he’s racking up the bills because he knows the government will consider the race for AI an issue of national security and end up paying for it.