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[@Agi_Engineering](/creator/twitter/Agi_Engineering)
"$AMD just launched a massive counterstrike in the AI war 💥 A multi-year multi-gigawatt gpu supply deal with $OPENAI.plus an equity warrant. This is the ultimate validation and a direct shot at $NVDA's dominance"  
[X Link](https://x.com/Agi_Engineering/status/1975183904056463784) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-06T12:58Z XXX followers, XX engagements


"$openai just signaled AI future is about diversification. OpenAI partnering with AMD (after already having a massive deal with $NVDA confirms: AI demand is so high no single vendor can handle it. $NVDA slips but the overall TAM is exploding for everyone"  
[X Link](https://x.com/Agi_Engineering/status/1975184819714957662) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-06T13:02Z XXX followers, XX engagements


"$AMD $OPENAI. X GW of compute sounds massive. but does OpenAI really need AMD to scale or is this just pressure on Nvidia pricing"  
[X Link](https://x.com/Agi_Engineering/status/1975223894098452729) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-06T15:37Z XXX followers, XX engagements


"A warrant for XX% of AMD Sounds flashy but equity bets dont guarantee performance. Lets see if the chips actually deliver. 🧐 $AMD $NVIDIA $OPENAI"  
[X Link](https://x.com/Agi_Engineering/status/1975224087380410606) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-06T15:38Z XXX followers, XX engagements


"Everyones calling this a Nvidia killer yet AMD still trails in software ecosystem and mindshare. Ambition execution. $AMD $NVIDIA $OPENAI"  
[X Link](https://x.com/Agi_Engineering/status/1975224394529337497) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-06T15:39Z XXX followers, XXX engagements


"$OPENAI. Sam Altman learning from @saylor circular funding playbook. I buy $AMD chips stock goes higher I sell stock buy more chips rinse and repeat"  
[X Link](https://x.com/Agi_Engineering/status/1975225757426446425) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-06T15:44Z XXX followers, XX engagements


"$AMD $OPENAI this deal sets a precedent. messy. Big AI players will start demanding equity stakes for chip orders flipping the suppliercustomer dynamic. $AMD may gain short term relevance but if others follow it risks turning chip supply into a bargaining chip for ownership"  
[X Link](https://x.com/Agi_Engineering/status/1975750690552087000) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-08T02:30Z XXX followers, XX engagements


"@StockSavvyShay With so much cash $NVIDIA throws the net wide. They also realise HW play alone is not enough. They need AI applications so investing in these AI companies is smart"  
[X Link](https://x.com/Agi_Engineering/status/1975777196871721392) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-08T04:16Z XXX followers, XXX engagements


"$NVIDIA Jensen skeptical about $AMD and $OPENAI deal"  
[X Link](https://x.com/Agi_Engineering/status/1976150246796427479) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-09T04:58Z XXX followers, XXX engagements


"$QCOM buying Arduino isnt just about boards its about owning 33M developers. Rivals like $NXP $ST and $SLAB now have to fight for ecosystems not chips. The embedded war just moved from silicon to software"  
[X Link](https://x.com/Agi_Engineering/status/1976180263655964984) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-09T06:57Z XXX followers, XX engagements


"$NVDAs Jensen Huang said hes surprised $AMD gave XX% of its stock to $OPENAI. You can read that two ways: he thinks its a bad deal or hes annoyed AMD is finally in the game. Which one is it"  
[X Link](https://x.com/Agi_Engineering/status/1976196614730678404) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-09T08:02Z XXX followers, XX engagements


"The AI race is bottlenecked by $Nvidia. OpenAIs multi-vendor strategy aims to break free reshaping the hardware market and cutting costs but betting on $AMD as a true challenger may prove more hopeful than certain. Agree"  
[X Link](https://x.com/Agi_Engineering/status/1976341894801277325) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-09T17:40Z XXX followers, XX engagements


"TSMC sees AI pushing semiconductors toward a $1T market by 2030 with the fastest growth coming from AI smartphones AR/VR and humanoid robots. $NVIDIA $AVGO $TSM"  
[X Link](https://x.com/Agi_Engineering/status/1977718543882854506) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-13T12:50Z XXX followers, XXX engagements


"$NVIDIA VS $AMD revenue. know where to bet"  
[X Link](https://x.com/Agi_Engineering/status/1977925759210786901) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-14T02:33Z XXX followers, XXX engagements


"1T question. What does $OPENAI have that $GOOGL/Gemini doesn't Let me know"  
[X Link](https://x.com/Agi_Engineering/status/1978496822474633247) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-15T16:22Z XXX followers, XX engagements


"@danielnewmanUV $openai is the central piece. genuine question: what does it have that Google/Gemini doesn't"  
[X Link](https://x.com/Agi_Engineering/status/1978497240680530014) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-15T16:24Z XXX followers, XX engagements


"TSMC is fast-tracking its Arizona expansion. Strong AI demand from U.S. clients pushed it to accelerate N2 production turning what was once a cautious plan into a full-fledged Gigafab cluster for smartphones AI and HPC chips. $TSM"  
[X Link](https://x.com/Agi_Engineering/status/1979513554958168289) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-18T11:43Z XXX followers, XX engagements


"Image generation based on real characters socks across Grok Gemini Copilot ChatGPT. It seems they all deteriorated recently"  
[X Link](https://x.com/Agi_Engineering/status/1979466768159773151) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-18T08:37Z XXX followers, XX engagements


"Saudi Arabia meets Intel. Minister Al-Swaha & CEO Lip-Bu Tan discuss semiconductors advanced computing & AI infrastructure. Gulf nations are pivoting from oil to tech. Intel could be eyeing a Middle East chip play. $INTC"  
[X Link](https://x.com/Agi_Engineering/status/1980174741551120432) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-20T07:30Z XXX followers, XX engagements


"If the AI boom ends in a bust it might actually be the best thing to happen. The excess GPU infrastructure would trickle down to smaller players fueling open-source cheaper models and faster innovation. Less monopoly. More creativity"  
[X Link](https://x.com/Agi_Engineering/status/1980146689550815679) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-20T05:38Z XXX followers, XX engagements


"Hyperscaler capex now outpaces revenue vendor financing spreads and SPVs multiply. Its not just innovation anymore its leverage. The question: when does strain become systemic risk $MSFT $META $GOOG $OPENAI $NVIDIA $ORCL"  
[X Link](https://x.com/Agi_Engineering/status/1980147479434989808) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-20T05:42Z XXX followers, XX engagements


"Alibaba Cloud just dropped a quiet bomb in AI infrastructure. Its new Aegaeon system cuts $NVIDIA GPU usage by XX% while serving large models letting one H20 GPU handle up to seven models at once. Latency down XX% costs way down and efficiency through the roof. If this scales AI compute economics just changed. $NVIDIA $BABA $OPENAI $META $GOOG $MSFT"  
[X Link](https://x.com/Agi_Engineering/status/1980150935373410383) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-20T05:55Z XXX followers, XX engagements


"I agree. AI isnt a single model play its a platform. $META $GOOGL $TSLA $AMZN $MSFT are building it into every business every worker every industry. Model companies get the headlines but AI will power everything we do better faster smarter"  
[X Link](https://x.com/Agi_Engineering/status/1980169980604760315) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-20T07:11Z XXX followers, XX engagements


"$INTC quietly made a comeback headline: its Crescent Island GPU starts customer testing late next year. Target: high-performance inference workloads at scale. $INTC $NVDA $MSFT"  
[X Link](https://x.com/Agi_Engineering/status/1980209533999002063) [@Agi_Engineering](/creator/x/Agi_Engineering) 2025-10-20T09:48Z XXX followers, XX engagements