- FryAI
- Posts
- Is Nvidia still king?
Is Nvidia still king?
Hunter Kallay
October 17, 2025
In partnership with
You know what day it is! On FRY-days, we cover all things AI and FRY-nance. Let’s get to it. 🤑
*The content provided in this newsletter is for informational purposes only and does not constitute investment advice.*
200+ AI Side Hustles to Start Right Now
AI isn't just changing business—it's creating entirely new income opportunities. The Hustle's guide features 200+ ways to make money with AI, from beginner-friendly gigs to advanced ventures. Each comes with realistic income projections and resource requirements. Join 1.5M professionals getting daily insights on emerging tech and business opportunities.
🤯 MYSTERY AI LINK 🤯
(The mystery link can lead to ANYTHING AI-related: tools, memes, articles, videos, and more…)
SALTY STORIES OF THE WEEK 🧂
Oracle will deploy 50,000 of AMD’s new AI chips starting in 2026 to support OpenAI, which has signed a massive cloud deal—worth up to $300 billion—to run its AI workloads on Oracle’s infrastructure. OpenAI, historically reliant on Nvidia, is now expanding its hardware partnerships and recently struck a separate deal with AMD for custom chips. Oracle’s move to use AMD instead of only Nvidia signals growing demand for alternative AI chip suppliers, as companies like OpenAI look for more compute power from multiple sources. (Read More)
Salesforce is investing $15 billion in San Francisco over the next five years to help businesses adopt AI and maintain its competitive edge in enterprise software. The funding will support new tools like Agentforce 360—an AI platform that helps companies deploy digital assistants to boost productivity and customer service—as well as an AI incubator on its campus, designed to support early-stage AI projects and startups. (Read More)
Google is investing $15 billion to build its first AI hub in India, located in Visakhapatnam. The project includes a massive data center capable of gigawatt-scale computing, a new international subsea cable gateway for faster and more resilient internet, and expanded fiber and energy infrastructure. This investment will support India’s digital growth, create high-value jobs, and strengthen U.S.–India tech ties, while giving businesses and researchers access to powerful AI tools and clean, reliable infrastructure. (Read More)
THIS WEEK’S DIAMOND IN THE ROUGH 💎
This week’s diamond in the rough: Computer Modelling Group
How is CMG using AI? CMG develops simulation software used by oil and gas companies to model underground reservoirs, making it a niche but vital player in the energy sector. The company integrates AI and expert analytics to enhance decision-making in reservoir management, helping clients optimize extraction and reduce costs.
Why is CMG valuable? While CMG’s total revenue dipped 3% year over year in the last quarter, its recurring revenue grew 7%, showing strength in its subscription model. Free cash flow fell 22%, mainly due to market uncertainty, but the company’s sticky customer base helps stabilize long-term prospects. Its deep specialization and complex software create high switching costs, meaning once companies adopt CMG’s tools, they tend to stick around—making CMG’s position in the industry uniquely strong.
HOW ARE THE BIG AI PLAYERS DOING?
The Simplest Way To Create and Launch AI Agents
Imagine if ChatGPT, Zapier, and Webflow all had a baby. That's Lindy.
With Lindy, you can build AI agents and apps in minutes simply by describing what you want in plain English.
From inbound lead qualification to AI-powered customer support and full-blown apps, Lindy has hundreds of agents that are ready to work for you 24/7/365.
Stop doing repetitive tasks manually. Let Lindy automate workflows, save time, and grow your business.
FRY-NANCIAL TOOL OF THE WEEK 🔧
Image: Blai-App
What is the tool? Blai-App is an AI-powered app that serves as your personal crypto investment advisor.
What are the features?
AI Portfolio Assistant: Your always on crypto co-pilot that learns your style, monitors the market, and suggests moves that fit your goals.
Multi-Agent Market Intelligence: Four specialized AI agents: sentiment, macro, technical, and on-chain work together to uncover every market opportunity.
One-Click Investing: Act instantly on AI insights with secure, streamlined trade execution. No switching between apps.
Institutional-Grade Security: Protect your assets with battle tested wallet infrastructure and advanced security protocols.
FRY-AI FANATICS OF THE WEEK 🍟
Some of our best Fresh and Crispy reviews of the week:
“This is the only email I look forward to every day!! There’s always something fresh and interesting. My favorite part is the diversity of stories, which cover big tech players but also ‘off-beat’ research and AI happenings I would never hear about otherwise. Great stuff!” -Remus | “I want french fries!!!” -Beth |
(Leave a comment for us in any newsletter, and you could be featured next week!)
YESTERDAY’S POLL RESULTS 📊
Featured comments:
“No judgement.” (Chatbot 🤖)
“Less possible judgement from the bot than from the human.” (Chatbot 🤖)
HAS AI REACHED SINGULARITY? CHECK OUT THE FRY METER BELOW:
What do ya think of this latest newsletter? |
Your feedback on these daily polls helps us keep the newsletter fresh—so keep it coming!