Discounting OpenAI Deals
13:46–14:41 · 55s
UBS’s Tim Arcuri cautions that OpenAI signs many partnerships, so any single chip deal rumor deserves a “discount factor,” offering a contrarian lens on the Qualcomm hype.
13:46–14:41 · 55s
UBS’s Tim Arcuri cautions that OpenAI signs many partnerships, so any single chip deal rumor deserves a “discount factor,” offering a contrarian lens on the Qualcomm hype.
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