Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.
Speaking to CNBC, the Altimeter Capital founder said, “Now we will see what gets delivered. Ultimately, the best chips will win,” emphasizing that execution, not hype, will determine which companies dominate the next phase of the artificial intelligence race.
