Spoken like someone who didn't bother watching even parts of the video, but commented because they felt they had to say something.
He's talking about NVIDIA, OpenAI, Meta, Palantir, the US government, and other major tech corporations that are spearheading the AI boom. AMD is simply not a major player in this, but he does mention them. OpenAI wants to build a data center the size of freakin' Manhattan with the taxpayers' money. People are funding their own demise by voting in office public servants who are all for granting massive tax cuts and government grants to megacorps that will annihilate the environment, want to privatize gaming, price you out of buying hardware, and then charge YOU indefinitely to use the subscription services they priced you out of. They plan on building over 3,000 data centers in the US over the next few years and the impact this will have on energy and the environment will be catastrophic. They will use federal land for this, aka, land that belongs to the government, aka, the American people. Those companies can make a profit without taking people's money, land, and energy to then sell them things they could have bought themselves anyway.
Yet we have a bunch of mouthbreathers sitting here and insulting him, when those pieces are well-researched and critical in understanding where we're headed. You mofos will only bitch when mid-range GPUs are $4000 and you can no longer afford them.
Moronic comment.