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You'd Have to Be Insane to Think Jensen Huang Won't Respond
Don Kaufman
October 06, 2025
Hey, it’s Garrett.
NVIDIA's down 1.4% this morning while AMD just exploded 35% higher.
OpenAI took a 10% stake in AMD. Multi-gigawatt chip purchases. Hardware lock-in. The AI arms race just shifted in real-time.
And while everyone's asking if NVIDIA's dominance is over, I'm sitting here in my new house in Maryland - workers already nickel and diming me outside - asking the only question that matters:
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