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Nvidia teams up with Intel
Hunter Kallay
September 19, 2025
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On FRY-days, we cook up 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.*
🤯 MYSTERY AI LINK 🤯
(The mystery link can lead to ANYTHING AI-related: tools, memes, articles, videos, and more…)
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SALTY STORIES OF THE WEEK 🧂
Nvidia and Intel are teaming up to build next-generation chips for both data centers and personal computers, combining Intel’s powerful CPUs with Nvidia’s advanced AI and graphics technologies. Intel will design and manufacture custom processors that connect seamlessly with Nvidia hardware, creating faster, smarter systems for everything from cloud computing to consumer PCs. As part of the deal, Nvidia is also investing $5 billion in Intel stock, signaling strong confidence in the partnership and a shared vision for the future of AI-driven computing. This comes after China chose to ban its largest companies from buying AI chips from Nvidia. (Read More)
Microsoft, Nvidia, Google, OpenAI, Salesforce, and CoreWeave are making a massive $40 billion push to expand AI infrastructure in the U.K. Microsoft is leading with a $30 billion plan to build the country’s largest supercomputer, while Nvidia is launching its biggest GPU deployment in Europe. Google is opening a major data center, OpenAI is rolling out its new Stargate U.K. project, and Salesforce is increasing its total investment to $6 billion. The wave of spending aligns with President Trump’s state visit to Britain, where he and Prime Minister Starmer are expected to sign a deal promoting U.S.-U.K. collaboration in AI, quantum, and nuclear technologies. (Read More)
Washington’s top education official, Chris Reykdal, is pushing for a $10 million statewide investment in AI tutoring tools and teacher training, aiming to boost math education and modernize classrooms in 2026. While state test scores show gradual improvement since the pandemic, they also reveal persistent achievement gaps—especially in high-poverty areas. Reykdal sees AI as a powerful tool to personalize learning and prepare students for the future. Without it, he warns, educational inequalities could deepen. (Read More)
THIS WEEK’S DIAMOND IN THE ROUGH 💎
Image: Nucor
This week’s diamond in the rough: Nucor $NUE ( ▼ 5.95% )
How is Nucor using AI? Nucor may seem like just a steel company from the outside, but it plays a key role in the AI boom. Its low-cost steel is used to build U.S. data centers—the massive buildings that power artificial intelligence. Since Nucor runs the largest electric arc furnace network in the country, it can produce steel cheaply and quickly, making it a go-to supplier as demand for AI infrastructure explodes.
Why is Nucor valuable? Warren Buffett’s company, Berkshire Hathaway, recently invested $953 million in Nucor—his first big U.S. stock buy in nearly three years. Nucor’s stock is up 7,450% since its IPO, but it still trades at a low price compared to most tech-related companies. As more AI data centers are built, Nucor is well-positioned to grow. There are significant risks for the company, as steel is a cyclical industry, but Buffett’s recent bet shows strong confidence in its future.
HOW ARE THE BIG AI PLAYERS DOING?
FRY-NANCIAL TOOL OF THE WEEK 🔧
Image: My Financé
What is the tool? My Financé helps users categorize transactions, automate budgets, and get visual insights into their spending—because financial stability is the real romance.
What are the features?
Eloquent Dashboards: Prebuilt dashboards that are customizable to answer the questions you care about.
Net Worth Tracking: Monitor account balances and see your net worth change over time, all with no manual data entry.
Customizable Notifications: Set up smart alerts or reports based on events like large purchases, deposits, or account activity.
Budgeting: Set up a budget and get clear insights into your progress over months and years.
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FRY-AI FANATIC OF THE WEEK 🍟
Congrats to our subscriber, Huntley! 🎉
Huntley gave us a Fresh and Crispy review and wrote, “You guys rock! Because of this newsletter, I feel like I actually know what’s going on with AI.”
(Leave a comment for us in any newsletter, and you could be featured next week!)
YESTERDAY’S POLL RESULTS 📊
Featured comments:
“Current PE ratios work only if earnings increase. A hint of stalling will put pressure on prices, not a stampede but a correction may be on the horizon.” (Yes 📉)
“All new technologies are now at the stage of Peak of Inflated Expectations and will soon hit the Trough of Disillusionment so the stocks will fall.” (Yes 📉)
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