Sign Up | Advertise | ChatGPT Guide | Unsubscribe | | | | | | Welcome, Noodle Networkers. | OpenAI and AMD just signed a chip deal 🤝. It's like Iron Man and Elon Musk teaming up to overclock your future. A Wells Fargo strategist confessed that the only thing exciting him these days is AI 💡. Someone check if he's okay or just really tired of Excel. And Bernie Sanders wants AI to help more than just billionaires 🏛️. Because nothing says "revolution" like a robot that does your taxes and your laundry. | Are we building a smarter world or just feeding GPUs and hope into the void? Let's find out… | | In today's AI digest: | OpenAI and AMD partner on new AI chip deal 🤝 Wells Fargo strategist says only AI excites him 💡 Sanders calls for AI to help everyone, not just billionaires 🏛️
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| | | | | | $AMD ( ▲ 23.71% ) | | | (source: APnews) | 🎯 The Digest: OpenAI and AMD just inked a major AI-chip deal. AMD will supply GPUs to power OpenAI's next-generation infrastructure, and OpenAI gains the option to acquire up to a 10 percent stake in AMD. The move signals OpenAI's push to diversify beyond just one chip supplier. | Key Details: | 💻 Six Gigawatts of Compute
Over several years, OpenAI will purchase GPU capacity from AMD, beginning with a one-gigawatt deployment of MI450 chips in 2026. | 📜 Warrants & Ownership Option
AMD granted OpenAI a warrant to buy up to 160 million shares (about 10 percent) under performance milestones tied to chip deployment and AMD's share price. | 🔄 Competition with Nvidia
By partnering with AMD, OpenAI isn't abandoning Nvidia—it's diversifying. The deal challenges Nvidia's dominance in AI chips while expanding infrastructure resilience. | 📈 Market Reacts
AMD's stock surged over 20 percent after the announcement, showing investor confidence that this could be a major AI infrastructure play. | Why It Matters: This is big for both companies—OpenAI secures more compute, AMD gets a committed buyer and potential owner. If this goes well, one could call it "chips paying for themselves." The funny part is imagining AMD's engineers watching their servers whisper "I told you we'd be famous one day" to each other as the hardware hums away under ChatGPT prompts. |
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| | | | | Wells Fargo | | | (source: CNBC) | 💡 The Digest: Wells Fargo's Chief Equity Strategist, Ohsung Kwon, just confessed that the only thing keeping him excited about the market right now is AI. Not interest rates, not housing, not even crypto's latest comeback attempt. Just AI. Everything else, he says, is basically a sleep aid. | Key Details: | 📊 AI Is the Only Spark
Kwon told investors that outside of AI, "there's nothing else to be excited about." He's convinced the entire bull market is being carried on the silicon shoulders of generative models and GPU factories. | 💾 Capex Boom Incoming
His thesis? Follow the "capex takers." In plain English: the companies selling the servers, chips, and data center gear needed to fuel the AI arms race. It's like selling shovels during a gold rush, just this time the shovels cost $40,000 and come with liquid cooling. | 💣 Bubble? Not Yet
Kwon admits there's a bit of froth but insists we're not in bubble land. His logic is simple: if the AI hype keeps funding itself with real profits, then it's still innovation, not insanity. For now. | 💼 Strategy in Action
Wells Fargo is betting big on AI infrastructure, semiconductors, and automation plays. Basically, if your product helps train robots to replace office jobs, Kwon probably likes your stock. | Why It Matters: When a Wall Street strategist says only AI excites him, that's not a trend, it's a full-blown obsession. The market has gone from "AI might change things" to "AI is the market." At this point, analysts might start rating companies based on how many times they say "neural network" in an earnings call. |
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| | | | | AI | | | (source: FoxNews) | 🏛️ The Digest: Bernie Sanders just fired up the AI debate, saying artificial intelligence should help everyone, not just the billionaire club. In classic Bernie fashion, he's calling out Big Tech for cashing in while regular workers get replaced by chatbots that never ask for lunch breaks. | Key Details: | 📉 Job Apocalypse Watch
Sanders' team estimates AI and automation could eliminate up to 100 million U.S. jobs in the next decade. From fast food to finance, no one is safe except maybe the people building the robots. | 🧠 Who's Winning?
You guessed it, the usual suspects. Sanders points to Musk, Bezos, Zuckerberg, and Ellison as the ones making billions while everyone else gets told to "reskill." | 💡 The Sanders Solution
He wants a 32-hour workweek with full pay, profit sharing for workers, and even a "robot tax" for companies that replace humans. In other words, if a machine takes your job, it should at least help pay your rent. | 📈 The Worker vs. The Algorithm
Sanders argues AI's future will depend on policy choices, not tech inevitability. He says it doesn't have to be a "Big Tech Oligarchs' War Against Workers" if the rules actually protect people, not profits. | Why It Matters: Bernie's trying to flip the AI story from billionaire playground to public benefit. If his plan ever lands, we might see robots paying taxes, CEOs making sandwiches, and workers finally getting a weekend that lasts three days instead of two. |
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| | | | | | AI Hacks & How-Tos | How to Use AutoGen Studio — No-Code Builder for AI Agents 🧩 | | The Digest: AutoGen Studio is a low-code/no-code platform from Microsoft that lets you prototype, debug, and run multi-agent workflows—AI agents working together—without heavy coding. It gives you a visual interface to define agents, tools, models, and orchestrations. | ⚙️ How-to: | Install & Launch Build Agents & Workflows In the interface, drag & drop Agents, Models, Tools, and Workflows to define how your agents operate. Assign "skills" or "tools" (e.g. web search, calculator) to agents.
Define How Agents Work Together Use the Workflow panel to specify how agents hand off tasks, when to stop, and how they coordinate. You can choose patterns like GroupChat, Sequential, or custom workflows.
Test & Debug Enter a task prompt in the "Playground" or "Session" mode to see how your agent team behaves. Watch message flows, inspect tool outputs, adjust as needed.
Iterate & Export Tweak model settings, tool usage, or agent logic until desired behavior is reached. Export the workflow as JSON or use it as a base for a production setup with the core AutoGen framework.
| Explore More:Read the AutoGen Studio paper for deeper design principles and examples. Also watch this intro video walkthrough: "Build AI Agents Without ANY Code!" |
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| | | | | Trending AI Tools | Stratup.ai – Generates startup ideas from quick prompts. AutoGen Studio – No-code builder for AI agent workflows. TAI Scan Tool – Checks AI systems for compliance risks. GAICo – Compares outputs across AI models easily. Bud Runtime – Runs generative AI on CPUs, not GPUs.
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