AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN

Watch on YouTube ↗  |  July 24, 2026 at 01:11  |  24:19  |  TBPN
Speakers
Jordi Hays — Co-Host, TBPN
John Coogan — Co-Host, TBPN

Summary

This Diet TBPN episode recaps AMD's Advancing AI event, including the MI450/Helios launch and Anthropic and Cerebras partnerships. It also analyzes Alphabet's Q2 earnings, Google Cloud acceleration, TPU revenue language, and the search ad debate. Other topics include OpenAI's raised $750B cloud budget, DeepSeek's inference economics, Meta's AI optimism push, and private market M&A/search fund trends.

  • AMD unveils Helios rack-scale AI system and MI450 accelerators.
  • AMD and Anthropic announce up to 2 GW MI450 deployment deal.
  • AMD expands Cerebras partnership for AI inference.
  • Alphabet Q2 revenue rises 24% and Google Cloud growth accelerates.
  • Google Cloud TPU sales become a meaningful revenue line in SEC filing.
  • OpenAI boosts projected cloud spend to $750B through 2030.
  • DeepSeek investor call details 85% inference margins and quick GPU payback.
  • Cognition acquires Interaction/Poke; Paramount enters micro dramas.
Ideas
Jordi Hays Co-Host, TBPN 0:42
AMD AI deals and software flywheel improving.
At AMD Advancing AI, AMD unveiled the Helios rack-scale AI system using MI450 accelerators, announced an Anthropic partnership to deploy up to two gigawatts of MI450 chips (roughly a $5 billion deal), and expanded its Cerebras AI inference partnership. The hosts also note that Anthropic's own models are speeding up new AMD hardware ramps and that the software flywheel is tightening, reducing the main historical barrier to AMD AI adoption.
AMD HIGH
John Coogan Co-Host, TBPN 2:33
Alphabet cloud and TPU revenue accelerating.
Alphabet's Q2 results showed 24% revenue growth and Google Cloud revenue accelerating to 82% growth. The host highlights that the SEC filing language showing Google Cloud product revenues primarily from TPU system sales means TPU sales are becoming meaningful, a shift from a year ago, and supports the view that Google has the muscle to absorb AI infrastructure spending while its cloud business becomes a real AI revenue driver.
GOOGL MED
John Coogan Co-Host, TBPN 7:56
OpenAI spending boost supports AI infrastructure demand.
OpenAI raised its projected spending on computing power to around $750 billion through 2030, up from roughly $600 billion, and announced a $20 billion Georgia data center project. The hosts frame this as a positive sign of continued faith in AI progress and scaling laws, supporting sustained demand for AI infrastructure and compute capacity.
AIQ MED
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This TBPN video, published July 24, 2026, features Jordi Hays, John Coogan discussing AMD, GOOGL, AIQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jordi Hays, John Coogan  · Tickers: AMD, GOOGL, AIQ