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The Kobeissi Letter
The Kobeissi Letter|Oct 13, 2025 13:44
OpenAI has now signed "multi-billion dollar deals" with: 1. US Government (Stargate) - 500 Billion 2. Nvidia - 100 Billion 3. AMD - Up to 100 Billion 4. Intel - 25 Billion 5. TSMC - 20 Billion 6. Microsoft - 13 Billion 7. Oracle - 10 Billion 8. Broadcom - "Multi-Billion" OpenAI's valuation could exceed 1 trillion as soon as 2026. The world's fastest growing "non-profit" will soon be engrained in every US tech giant.(The Kobeissi Letter)
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Nov 12, 04:14The U.S. government blacklisted Chen Zhi's 12w Bitcoin, affecting the fundamentals.
Nov 11, 16:15Someone is asking the government to rescue AI.
Nov 10, 07:06The U.S. government shutdown is nearing its end.
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Nov 09, 22:48Enough Democrats support the short-term funding bill.
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Nov 07, 13:33The U.S. government shutdown leads to data absence
Nov 06, 11:54The U.S. government shutdown may lead the Federal Reserve to pause rate cuts.
Nov 06, 04:13OpenAI CFO clarifies not seeking government investment guarantees
Nov 05, 22:07The U.S. government shutdown extends to a record-breaking 36 days.

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