Silver is Telling Us About A Huge Market Shift
OpenAI and AMD have entered a sweeping partnership spanning hardware, software, and roadmap optimization to support large-scale AI deployments. AMD executives project tens of billions in annual revenue from this deal alone, with ripple effects potentially adding over $100 billion in new revenue over four years from OpenAI and related customers.
This agreement accelerates the AI race by giving OpenAI vast new compute capacity while diversifying away from Nvidia and Microsoft Azure. The 6-gigawatt scale—enough to power hundreds of thousands of homes—enables training and inference for increasingly complex models, moving the frontier closer to AGI. It directly addresses the industry’s GPU supply squeeze and allows faster innovation cycles through co-engineered hardware-software integration.
The collaboration should yield lower costs, higher efficiency, and faster deployment of next-generation AI systems worldwide. It also eases supply chain constraints and broadens participation in the global compute economy—paving the way for new productivity waves and applications across nearly every industry.
Importantly, the scale of AI infrastructure buildout now represents a new structural tailwind for base energy, particularly natural gas, which will underpin the grid stability required for 24/7 AI compute loads. FMT expects tightening supply-demand dynamics in power and fuel markets over the next 12–18 months as data center expansion collides with limited new generation capacity.
With this deal further accelerating the timeline toward AGI, FMT believes Bitcoin stands as a major long-term beneficiary—for both economic and philosophical reasons:
- Energy linkage: AI and Bitcoin both convert energy into digital value. As power demand rises globally, Bitcoin’s proof-of-work network increasingly mirrors real-world energy monetization.
- Liquidity rotation: Massive AI-driven capital investment fuels nominal growth and liquidity, favoring scarce assets over fiat-based stores of value.
- Decentralized counterbalance: As AI power centralizes in corporate and state hands, Bitcoin remains the independent alternative—an autonomous monetary network outside institutional control.
Together, AI and Bitcoin form two sides of the same technological epoch: one builds intelligence; the other anchors trust. Investors positioned in scarce assets and energy-linked plays should find this convergence a defining theme for the decade ahead.
Best Regards,
Nicholas Green
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