Brad Gerstner on OpenAI's dealmaking with AMD, Nvidia: 'The best chips will win'
1. Gerstner emphasized OpenAI's deals with AMD are not yet operational. 2. AMD's role in AI amplifies its competitive standing against Nvidia. 3. Compute scarcity is expected to increase due to AI demand. 4. Warnings over DeepSeek highlight geopolitical competitive pressures. 5. The AI arms race is intensifying, influencing market dynamics.