The stock market experienced a significant surge today, led by AMD, which saw its shares jump over 35% following the announcement of a monumental computing deal with OpenAI. This partnership, aimed at deploying 6 gigawatts of AMD GPUs, marks a potential turning point in the AI sector, positioning AMD as a formidable competitor against Nvidia. Analysts are closely watching as OpenAI secures more than $1 trillion in computing deals, raising concerns about the sustainability of circular investments in AI. While some experts laud the strategic alliance for its potential to drive innovation, others express doubts about the implications of repeated financial entanglements reminiscent of the dot-com bubble era. As AMD celebrates its breakthrough, the market is abuzz with speculation on the future of AI technology and its supply chain dynamics.