Brad Gerstner on OpenAI’s Chip Alliances with AMD and Nvidia: “The Best Chips Will Win”

Investor Brad Gerstner cautioned against hype surrounding OpenAI’s chip partnerships with Nvidia and AMD, emphasizing the need for tangible results. Despite significant investments, he noted that demand for AI compute exceeds supply. As OpenAI diversifies its hardware strategy, the race for AI capabilities continues amidst geopolitical tensions and industry competition.