Wednesday, October 8, 2025
Technology

Brad Gerstner on OpenAI's dealmaking with AMD, Nvidia: 'The best chips will win' - CNBC

The Altimeter Capital founder said the deals provide "more evidence that the world will remain compute-constrained."

Brad Gerstner on OpenAI's dealmaking with AMD, Nvidia: 'The best chips will win' - CNBC

Investor Brad Gerstner cautioned Monday that OpenAI's deals with Nvidia and AMD are purely announcements, not deployments. "Now we will see what gets delivered," the Altimeter Capital founder told … [+1536 chars]

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