A report has revealed that the National Aeronautics and Space Administration (NASA) enacted a plethora of DEI policies under the former Biden-Harris regime. Between 2021 and 2024, the agency spent over $2.3 million on DEI-related contracts.
Over the past four years, NASA introduced various guidelines for its employees, including support for those undergoing gender transitions.
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The report details substantial investments in DEI-related contracts and training. Between 2021 and 2024, NASA allotted over $2 million to LMI Consulting to integrate DEI principles into the agency’s culture and operations. Additionally, contracts for diversity training were awarded, including $90,000 to the NeuroLeadership Institute and $74,000 to Cook Ross, Inc. Significantly, a $100,000 grant was provided to the Planetary Science Institute to enhance diversity within the planetary science workforce.
A document shared by a whistleblower revealed a 22-page guide issued in 2022 titled NASA Guidance for Supporting Gender Transition/Affirmation in the Workplace.
NASA also promoted professional development with DEI messaging. One course, “Diversity All In,” and another, “The Power of Inclusion,” emphasized understanding diversity and advancing women in leadership roles.
At the federal level, President Donald J. Trump’s administration has scrapped DEI initiatives across the federal government. Many major corporations have also shifted away from DEI policies due to conservative activist pressure and President Trump’s election win last November.
❓WHAT HAPPENED: A draft White House memo argues that federal workers furloughed during the current shutdown are not automatically entitled to back pay, citing a reinterpretation of the Government Employee Fair Treatment Act of 2019.
👤WHO WAS INVOLVED: The White House, federal workers, Senate Democrats, labor attorney Nekeisha Campbell, and Sam Berger from the Center for Policy and Budget Priorities.
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📍WHEN & WHERE: Amid the ongoing federal government shutdown, as described in a memo reported by Axios.
💬KEY QUOTE: “Does this law cover all these furloughed employees automatically? The conventional wisdom is: Yes, it does. Our view is: No, it doesn’t.” – Senior White House official
🎯IMPACT: Up to 750,000 federal workers could be affected by this reinterpretation, with critics asserting the move is legally baseless and designed to pressure Senate Democrats.
IN FULL
A draft memo circulated by the Trump White House contends that federal workers furloughed during the current shutdown may not be automatically entitled to back pay. The administration claims that the Government Employee Fair Treatment Act of 2019 (GEFTA), amended in January 2019—which seemingly guarantees backpay even without a congressional appropriation—has been “misconstrued” or is “deficient.”
The draft memo challenges the conventional understanding of GEFTA, which has long been interpreted as guaranteeing back pay after shutdowns. According to a senior White House official, “Does this law cover all these furloughed employees automatically? The conventional wisdom is: Yes, it does. Our view is: No, it doesn’t.”
The argument hinges on amended language specifying that workers are compensated “subject to the enactment of appropriations Acts ending the lapse.” The administration interprets this as requiring explicit Congressional approval for back pay.
However, some have denounced this interpretation. Labor attorney Nekeisha Campbell stated, “There is no legal authority to support that interpretation of the statute.” Similarly, Sam Berger of the left-wing Center for Policy and Budget Priorities (CPBP) described the amendment as a recognition of the appropriations process, not a restriction on back pay.
With up to 750,000 federal workers affected, one senior official denied that the interpretation was simply a tactic to pressure Senate Democrats. Nearly a week ago, Democrat lawmakers in the Senate, along with Senator Rand Paul (R-KY), voted down a clean continuing resolution passed by the House of Representatives, kicking off the government shutdown.
Subsequently, Senate Democrats, along with Sen. Paul, have voted down four other attempts to reopen the government.
❓WHAT HAPPENED: Twenty Conservative (Tory) Party councillors have defected to join Nigel Farage’s Reform Party, coinciding with the Conservative Party’s annual conference in Manchester, England.
👤WHO WAS INVOLVED: Defectors from various municipal governments, Nigel Farage, the Reform Party, and Conservative leader Olukemi “Kemi” Badenoch.
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📍WHEN & WHERE: The defections were announced on Tuesday, ahead of the Conservative conference finale in Manchester.
💬KEY QUOTE: “The Conservative Party is dead and can no longer serve as an effective Opposition.” – Nigel Farage
🎯IMPACT: The defections bolster Reform’s presence in local councils, while raising questions about the Conservative Party’s unity and viability ahead of the next general election, which must be held by 2029.
IN FULL
Twenty municipal government councillors have defected from the Conservative (Tory) Party to join Nigel Farage’s Reform Party, as the Conservatives are holding their annual conference in Manchester, England. The defections seriously undermine the Conservatives’ new leader, Nigeria-raised Olukemi “Kemi” Badenoch, ahead of the Conservative Party conference’s final day, where she is scheduled to give the closing speech.
Farage celebrated the move, declaring, “The Conservative Party is dead and can no longer serve as an effective Opposition.” The councillors who switched represent a broad spread of municipal governments, including South Kesteven, Hertsmere, Bournemouth, Christchurch and Poole, the East Riding of Yorkshire, and others.
In a Radio interview, Badenoch stated that the Conservatives’ success would be judged at the next general election. She said, “This conference is where we are showing the direction of travel: a stronger economy, stronger borders and that we’re the only party tough enough and competent enough to deliver both,” and characterized the defections as merely shedding “baggage.”
Brett Rosehill, one of the defectors, challenged Badenoch’s view, stating, “I don’t think it’s ‘shedding baggage.’ I think there’s a strong, growing movement of people who care about British values and safety.”
Notably, while the Conservatives have long positioned themselves as a party of “strong borders,” legalized mass migration remained near record levels throughout much of their time in office from 2010 to mid-2024, and exploded in their last several years in office during the so-called “Boriswave.” An illegal boat migrant crisis in the English Channel also took hold during their tenure.
Reform has been steadily gaining momentum since the 2024 general election, winning 677 municipal government seats in May’s local elections and taking control of several councils previously held by the Conservatives, as well as seizing Doncaster from the governing Labour Party. The Conservatives have collapsed to just 16 percent in the polls, with conference attendees noting the venue is largely empty.
❓WHAT HAPPENED: A suspected Latin Kings gang member was charged with allegedly placing a bounty on U.S. Border Patrol Chief Gregory Bovino.
👤WHO WAS INVOLVED: Juan Espinoza Martinez, a Mexican national, and U.S. Border Patrol Chief Gregory Bovino.
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📍WHEN & WHERE: Martinez was arrested on October 6, 2025, in Burr Ridge, Illinois.
💬KEY QUOTE: “Depraved individuals like Juan Espinoza Martinez—who do not value human life and threaten law enforcement—do NOT belong in this country.” – Department of Homeland Security Assistant Secretary Tricia McLaughlin
🎯IMPACT: Martinez faces federal charges for soliciting the murder of a senior law enforcement official, highlighting ongoing tensions over immigration enforcement.
IN FULL
A Latin Kings gang member, Juan Espinoza Martinez, has been charged with allegedly placing a bounty on U.S. Border Patrol commander-at-large Gregory Bovino, according to the Department of Justice (DOJ). Martinez, a Mexican national, was arrested on October 6, 2025, in Burr Ridge, Illinois, after a confidential source informed law enforcement that a “hit” had been placed on Bovino, who is overseeing the “Midway Blitz” immigration enforcement operation in Chicago, Illinois, where the violent criminal gang is based.
The Department of Homeland Security (DHS) revealed that Martinez used Snapchat to offer a $2,000 bounty for information and a $10,000 reward “if you take him down.” A separate message reportedly referenced the Latin Kings gang. DHS Assistant Secretary Tricia McLaughlin condemned Martinez’s actions, stating, “Depraved individuals like Juan Espinoza Martinez—who do not value human life and threaten law enforcement—do NOT belong in this country.”
Martinez has been charged in federal court with soliciting the murder of a senior law enforcement official. Deputy Attorney General Todd Blanche emphasized the seriousness of the case, stating, “Placing a bounty on the head of a federal officer is an attack on the rule of law and on every American who depends on law enforcement to keep them safe.”
Chicago has become a focal point for immigration enforcement efforts, with protests erupting against U.S. Immigration and Customs Enforcement (ICE) raids and federal deportation policies. Bovino, who leads operations in Chicago, has been a visible figure in implementing the Trump administration’s immigration policies, which have faced violent attacks perpetrated by far-left rioters and backed by state and local politicians like Governor J.B. Pritzker (D-IL) and Mayor Brandon Johnson (D).
Homeland Security Investigations (HSI) Chicago Special Agent-in-Charge Matthew Scarpino described the arrest as a testament to law enforcement’s commitment to protecting those who uphold justice. “Targeting a senior federal officer is a cowardly and direct assault on the rule of law,” Scarpino said.
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❓WHAT HAPPENED: The Supreme Court is set to hear a challenge to Colorado’s law banning “conversion therapy” for minors, brought by a licensed counselor who claims it violates her free speech rights.
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👤WHO WAS INVOLVED: Kaley Chiles, a licensed counselor, supported by the Alliance Defending Freedom, is challenging Colorado’s law. The State of Colorado and its licensing officials are defending the law.
📍WHEN & WHERE: The Supreme Court will hear arguments in October. The case originates from Colorado, where the law has been in effect since 2019.
💬KEY QUOTE: “It’s not the government’s role to peer into the counseling room and say some goals are permitted. Some goals are forbidden. Some speech is allowed. Some speech is forbidden.” – Jonathan Scruggs, Alliance Defending Freedom
🎯IMPACT: The case could have significant implications for free speech, professional conduct regulations, and state power over healthcare practices.
IN FULL
The U.S. Supreme Court is set to hear arguments Tuesday in a case challenging Colorado’s ban on “conversion therapy” for minors. The case was brought by licensed counselor Kaley Chiles, who claims the law violates her First Amendment rights by preventing her from speaking freely with clients who seek counseling on issues related to gender identity and sexual orientation.
Chiles, who offers faith-based counseling, says she is unable to provide the type of guidance some clients are looking for due to the restrictions in the 2019 law. “When I’m having to turn them away, they don’t get help that is helpful for any of those issues,” she said.
The Colorado law prohibits licensed mental health professionals from attempting to change a minor’s sexual orientation or gender identity through therapy. Violators can face fines up to $5,000 and may risk losing their professional licenses. State officials argue the law is necessary to protect minors from practices they describe as harmful and ineffective. They claim it regulates professional conduct, not speech.
Chiles is backed by the Alliance Defending Freedom, a conservative legal group that often takes on free speech and religious liberty cases. She argues that the law unfairly targets her counseling approach, which can involve helping young clients align their gender identity with their biological sex.
“It’s not the government’s role to peer into the counseling room and say some goals are permitted. Some goals are forbidden. Some speech is allowed. Some speech is forbidden,” said Jonathan Scruggs, senior counsel at the Alliance Defending Freedom.
The case has sparked national interest due to its broader implications. Legal scholars warn that a ruling in Chiles’s favor could reshape how states regulate healthcare and other professional services. Shannon Minter of the National Center for LGBTQ Rights complained, “If the court were to accept Chiles’ argument… it would be a very revolutionary, dramatic change in the current legal landscape.”
Both sides have referenced a 2018 Supreme Court decision that struck down a California law requiring crisis pregnancy centers to provide information about abortion. In that case, the Court emphasized that the government cannot compel speech or silence specific viewpoints in a professional setting.
The Trump administration filed a brief supporting Chiles, with then-Solicitor General D. John Sauer writing, “Colorado is muzzling one side of an ongoing debate in the mental-health community.”
When Colorado passed the law, lawmakers defined conversion therapy as any practice that seeks to change sexual orientation or gender identity. In other states like Michigan, similar laws have drawn criticism from opponents who say they could punish parents or counselors who choose not to affirm a child’s transgender identity.
A decision from the Court is expected by summer 2026.
❓WHAT HAPPENED: Taiwan is planning to acquire additional Patriot air defense systems from the U.S. amid growing missile threats from China.
👤WHO WAS INVOLVED: Taiwan’s Air Force, the U.S. government, Lockheed Martin, and the Chinese Communist Party (CCP).
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📍WHEN & WHERE: The systems are expected to arrive before the end of 2025, with further deliveries planned for 2026. This development follows recent Chinese military expansions near Taiwan.
💬KEY QUOTE: “PAC-3 MSE defends against incoming threats through direct body-to-body contact delivering exponentially more kinetic energy on the target than can be achieved with blast fragmentation mechanisms.” – Lockheed Martin
🎯IMPACT: The potential acquisition underscores Taiwan’s increasing reliance on U.S. defense systems to counter China’s growing military aggression.
IN FULL
Taiwan is weighing a potential defense expansion, including additional orders for Patriot air defense systems from the United States, as China continues to advance its missile capabilities. The Taiwanese Air Force confirmed on Monday that it is monitoring the progress of its existing Patriot Advanced Capability-2 (PAC-2) upgrade and PAC-3 systems, with deliveries on track.
The Patriot system has been combat-proven, with its effectiveness demonstrated in conflicts involving U.S. forces in the Middle East and Ukraine’s defense against Russia. Taiwan, long under threat from the Chinese Communist Party (CCP), relies heavily on U.S. weapons systems as part of its defense strategy.
Satellite imagery published last week revealed that Chinese missile units on the east coast facing Taiwan have expanded their bases and deployed advanced missiles. In 2022, China launched ballistic missiles into the waters surrounding Taiwan during military exercises, further escalating tensions.
Taiwan has already signed agreements to acquire PAC-3 Missile Segment Enhancement (MSE) systems, with two batches scheduled for delivery in 2025 and 2026. Lockheed Martin, the U.S. defense contractor responsible for the PAC-3 MSE, recently secured a $9.8 billion contract from the U.S. Army to produce nearly 2,000 interceptors, the largest such contract in its history.
Meanwhile, China’s military media released footage showcasing its missile-launching capabilities, signaling its readiness for potential conflict. The Pentagon’s 2024 Chinese military power report warned of China’s ability to target Taiwan’s key government and military sites.
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❓WHAT HAPPENED: French Prime Minister Sébastien Lecornu resigned just hours after unveiling his cabinet, marking the third government collapse in France in under a year.
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👤WHO WAS INVOLVED: French President Emmanuel Macron, Prime Minister Sébastien Lecornu, opposition leaders, including Marine Le Pen, of the populist National Rally (RN) party, and Jean-Luc Mélenchon, of the far-left France Unbowed party, and German government officials.
📍WHEN & WHERE: Paris, France; October 6, following Lecornu’s cabinet announcement on Sunday evening.
💬KEY QUOTE: “The interest of France requires that Emmanuel Macron schedule his resignation, in order to preserve the institutions and unblock a situation that has been unavoidable since the absurd dissolution.” – David Lisnard, Mayor of Cannes.
🎯IMPACT: Macron faces growing pressure to resign or dissolve the National Assembly, with political instability affecting France’s economy and raising concerns in the European Union (EU).
IN FULL
French President Emmanuel Macron is facing growing pressure to resign or dissolve the National Assembly after Prime Minister Sébastien Lecornu stepped down on the morning of October 6, just hours after presenting his new cabinet. Lecornu’s resignation marks the third collapse of a French government in under a year, highlighting the deepening political crisis Macron’s administration is struggling to contain.
Lecornu, appointed less than a month ago, had attempted to stabilize the government by pledging not to use Article 49.3 of the French Constitution. This controversial mechanism allows the government to bypass parliament when passing legislation. However, his cabinet choices, announced late Sunday, triggered backlash across the political spectrum. The center-right Les Républicains (LR), whose support Lecornu needed for a working majority, publicly rejected the appointments, leaving his government effectively dead on arrival.
In response, calls for Macron to step down have intensified. Populist National Rally (RN) leader Marine Le Pen called on the French president “to dissolve the National Assembly; we’ve reached the end of the road. There won’t be any more tomorrow… We’ve reached the end of the joke, the farce has gone on long enough.” Her party’s president, Jordan Bardella, concurred that stability could only be restored through new elections.
Despite the mounting criticism, Macron has refused to resign and maintains that he will complete his second term, which runs until 2027. However, his authority has been visibly weakened since he called surprise snap elections in 2024 following poor European Parliament results, which RN topped. That move proved to be a disaster, with the “Macronist” majority losing out to both the RN and a bloc of far-left parties, leaving the government in a near-constant state of paralysis.
Public dissatisfaction is also rising. A poll conducted in early 2025 showed that over 60 percent of French citizens believe Macron should resign, citing loss of trust, political instability, and failure to deliver on promised reforms. Meanwhile, protests and strikes continue to paralyze parts of the country. The “Block Everything” movement has led to widespread disruption, including road blockades and violent clashes with police in Paris.
Economic concerns are adding to the pressure. The Paris stock exchange dropped following Lecornu’s resignation, and foreign officials, including from Germany, have stressed the need for a stable France to ensure broader European stability.
With no clear path forward, Macron faces a difficult decision: appoint another prime minister at the risk of another quick collapse, or give in to demands for new legislative elections.
❓WHAT HAPPENED: President Donald J. Trump congratulated Japan on electing its first female prime minister after the right-leaning Liberal Democratic Party selected Sanae Takaichi to lead them.
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👤WHO WAS INVOLVED: President Donald J. Trump, Sanae Takaichi, and the Liberal Democratic Party of Japan.
📍WHEN & WHERE: October 6, in Japan and via Truth Social.
💬KEY QUOTE: “Japan has just elected its first female Prime Minister, a highly respected person of great wisdom and strength. This is tremendous news for the incredible people of Japan. Congratulations to all!” – Donald Trump
🎯IMPACT: Sanae Takaichi is expected to assume the role of Prime Minister following formal confirmation, with significant ties to the late former Prime Minister Shinzo Abe.
IN FULL
President Donald J. Trump on Monday issued a congratulatory message to Japan after the ruling Liberal Democratic Party (LDP) selected Sanae Takaichi as its leader in an internal vote, writing: “Japan has just elected its first female Prime Minister, a highly respected person of great wisdom and strength. This is tremendous news for the incredible people of Japan. Congratulations to all!”
Though Takaichi has not yet formally assumed the premiership, she is expected to do so after the right-leaning LDP’s internal election. The party holds only a plurality in the Japanese legislature’s lower house, so she will need parliamentary confirmation to become Prime Minister. Sitting Prime Minister Shigeru Ishiba, has pledged to resign this week, clearing the path for her accession. Takaichi is viewed as a close ally of the late Prime Minister Shinzo Abe, known for his warm ties with President Trump.
Takaichi, 64, is one of the most conservative figures in the LDP and has held significant ministerial posts in internal affairs, gender equality, and economic security. She has long advocated for strengthening Japan’s defense capabilities and revising its pacifist constitution, while promoting a more assertive foreign policy. Domestically, she opposes recognition of same‑sex marriage and resists allowing married couples to adopt separate surnames.
Her rise comes at a time of deep structural challenges in Japan. The country is enduring a demographic crisis: in 2024, births dropped to a historic low of around 686,000, marking the first time the annual total fell below 700,000 since record‑keeping began. The total fertility rate declined to 1.15, far blow the 2.1 threshold needed for population stability, and deaths exceeded births by a wide margin. The country’s population shrinkage also accelerated, with nearly 900,000 net losses in 2024 alone.
Japan has been under pressure to embrace mass migration, but still maintains some of the strictest asylum and immigration policies among advanced nations. In 2023, it approved just 303 out of 13,823 asylum applications, a rate of about 2.2 percent.
❓WHAT HAPPENED: A man was arrested outside a Washington, D.C., Catholic cathedral after allegedly carrying a Molotov cocktail and refusing to leave.
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👤WHO WAS INVOLVED: Louis Geri, a 41-year-old from Vineland, New Jersey, Washington, D.C., Catholics, and law enforcement authorities, including the Metropolitan Police Department (MPD) and federal agencies.
📍WHEN & WHERE: Early Sunday morning, October 5, during the “Red Mass” at the Cathedral of St. Matthew the Apostle in Washington, D.C.
💬KEY QUOTE: “Its purpose is to invoke God’s blessings on those responsible for the administration of justice as well as on all public officials,” the church wrote about the Red Mass being held at the time.
🎯IMPACT: The incident prompted a police investigation involving multiple agencies, and the cathedral’s front entrance was temporarily closed for safety.
IN FULL
A 41-year-old man from New Jersey, Louis Geri, was arrested early Sunday morning outside the Cathedral of St. Matthew the Apostle in Washington, D.C., after authorities say he was found with a Molotov cocktail and other suspicious materials. Police said Geri had set up a tent on cathedral property that contained vials of liquid and what appeared to be fireworks. He reportedly refused to leave when approached by law enforcement.
According to the Metropolitan Police Department, Geri had previously been banned from the cathedral, though officials did not disclose the reason for the restriction. The police secured the area and brought in their Explosive Ordnance Disposal team and the Arson Task Force to inspect the scene. Geri was charged with unlawful entry, making threats to kidnap or injure, and possession of a Molotov cocktail.
The incident occurred during the Red Mass, an annual tradition held on the Sunday before the U.S. Supreme Court begins its new term. The Catholic Church describes the Mass as a service to invoke “God’s blessings on those responsible for the administration of justice as well as on all public officials.”
Federal and local authorities, including the Federal Bureau of Investigation (FBI) Washington Field Office, the Joint Terrorism Task Force, and the Bureau of Alcohol, Tobacco, Firearms, and Explosives (ATF), are investigating the case.
The attempted attack in D.C. reflects a broader surge in violence and vandalism against churches across the United States, particularly Catholic institutions. According to a recent report by the Family Research Council, there were 436 documented incidents targeting American churches in 2024, a sharp increase from 315 the previous year. These attacks, recorded in 43 states, ranged from vandalism and arson to bomb threats and mass shootings. Most notably, a transgender gunman opened fire inside Annunciation Catholic Church in Minneapolis, Minnesota, in August, killing two children and injuring more than 20 others.
Between 2018 and 2024, the Family Research Council recorded nearly 1,400 acts of hostility against churches nationwide. Catholic sites have been especially affected. The United States Conference of Catholic Bishops documented at least 139 incidents targeting Catholic churches between May 2020 and May 2022 alone.
❓WHAT HAPPENED: Treasury Secretary Scott Bessent appointed Social Security Administration Commissioner Frank Bisignano as CEO of the Internal Revenue Service (IRS), a newly created position.
👤WHO WAS INVOLVED: Scott Bessent, Frank Bisignano, and the Treasury Department.
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📍WHEN & WHERE: Announcement made Monday; roles involve the IRS and Social Security Administration.
💬KEY QUOTE: Sec. Bessent said that Bisignano “[H]as already made important and substantial progress [at the SSA], and we are pleased that he will bring this expertise to the IRS as we sharpen our focus on collections, privacy, and customer service in order to deliver better outcomes for hardworking Americans.”
🎯IMPACT: Bisignano will oversee daily IRS operations while continuing as SSA Commissioner.
IN FULL
Treasury Secretary Scott Bessent on Monday announced the appointment of Frank Bisignano, the current Social Security Administration (SSA) Commissioner, to a newly created role as CEO of the Internal Revenue Service (IRS). The position is designed to manage the daily operations of the tax agency.
The Treasury Department explained that Bisignano will continue his responsibilities at the SSA while taking on the additional leadership role at the IRS. Bessent remarked, “The IRS and SSA share many of the same technological and customer service goals. This makes Mr. Bisignano a natural choice for this role.”
Sec. Bessent continued, stating that Bisignano “has already made important and substantial progress [at the SSA], and we are pleased that he will bring this expertise to the IRS as we sharpen our focus on collections, privacy, and customer service in order to deliver better outcomes for hardworking Americans.”
This appointment follows a series of leadership changes at the IRS. The agency’s most recent commissioner, Billy Long, a former auctioneer and congressman, resigned in August after just two months in the position.
Bisignano, prior to his government service, held roles as a Wall Street executive and served as CEO of Fiserv, a financial services and payments company. In his new role as IRS CEO, he will report directly to Bessent, who remains the acting IRS commissioner.
❓WHAT HAPPENED: AMD has signed a multi-year deal to supply artificial intelligence (AI) chips to OpenAI, potentially generating tens of billions of dollars in annual revenue.
👤WHO WAS INVOLVED: AMD, OpenAI, and their respective executives, including AMD’s Forrest Norrod and OpenAI CEO Sam Altman.
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📍WHEN & WHERE: The deal was announced recently and will begin generating revenue in 2026. OpenAI is based in San Francisco.
💬KEY QUOTE: “We view this deal as certainly transformative, not just for AMD, but for the dynamics of the industry.” – Forrest Norrod
🎯IMPACT: AMD’s shares surged by more than 34 percent, adding approximately $80 billion to its market value, while OpenAI secures critical AI infrastructure for future projects.
IN FULL
AMD has entered into a multi-year partnership with OpenAI to supply artificial intelligence (AI) chips, a deal that is expected to generate tens of billions of dollars in annual revenue. OpenAI, the creator of ChatGPT, will also have the option to acquire up to 10 percent of AMD, underscoring the significance of the agreement.
Shares of AMD soared more than 34 percent following the announcement, marking the company’s largest one-day gain in over nine years and adding $80 billion to its market capitalization. Forrest Norrod, AMD’s executive vice president, described the deal as “transformative” for both the company and the broader AI industry.
The agreement includes the deployment of AMD’s upcoming MI450 chips, with shipments beginning in the second half of 2026. These chips will power a one-gigawatt facility that OpenAI plans to build, with AMD estimating over $100 billion in new revenue over four years as a result of this and other customer agreements. Despite these advancements, analysts note that Nvidia remains the market leader in AI chips and continues to dominate the sector.
OpenAI CEO Sam Altman stated that the partnership with AMD will enable the company to meet its growing AI infrastructure needs. OpenAI has been exploring various avenues to secure enough computing power for its ambitious projects, which include developing its own silicon for AI use and partnering with other companies like Broadcom and Microsoft.
As part of the deal, AMD issued a warrant allowing OpenAI to purchase up to 160 million shares of AMD at a minimal price, contingent on achieving specific milestones. This structure could potentially allow OpenAI to influence AMD’s corporate strategy. Meanwhile, Nvidia‘s recent deal with OpenAI involves a $100 billion investment but does not include a stake in the company.
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