The Latest Breaking News from Brad Gerstner

As investor jitters grow, the loss-making ChatGPT firm’s vast spending commitments test the limits of Silicon Valley optimism

OpenAI CEO Sam Altman is fed up with critics, says 'enough' to questions about OpenAI's finances, and claims the company's revenue is "growing steeply" and exceeding $13 billion annually.

Nvidia CEO Jensen Huang’s remarks on the exponential rise of inference computing highlight the scale of AI’s industrial revolution and its economic implications.

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

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.

Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa setting “the bar a little too high.”

This article examines Brad Gerstner’s confidence in Nvidia’s ability to withstand Trump’s tariffs and considers whether investors should continue buying the stock.

With AI "there’s gonna be a lot of [job] disruption that will cause a lot of anger," warns Altimeter Capital CEO Brad Gerstner.

AI is evolving and spreading faster than anyone could have predicted. Whether you're a company, an investor, or policymaker, that's a major challenge.