According to some measures, the surge in confirmed AI investments now accounts for 40% of US GDP growth in 2025, and 80% of stock market growth. Those that survived the dotcom bubble will recall the incredible collapse, and the similarities between current investor enthusiasm for AI and the voracious appetite for nascent website opportunities that collapsed under the weight of expectations – or rather, the absence of any supporting return on investment from all that venture capital. The latest major ‘roundtripping’ deal sees OpenAI commit to purchasing up to $100 billion in processors from AMD, over the next four years – a huge boost for AMD, which has a 2025 revenue target of some $32.78 billion. OpenAI also received a…