Tech investor warns OpenAI deals with Nvidia and AMD are announcements: ‘Now we will see what…’

Tech investor and founder of Altimeter Capital, Brad Gerstner, has cautioned that OpenAI’s deals with chipmakers Nvidia and AMD are “purely announcements, not deployments” which does not automatically mean those chips have been manufactured, delivered, installed or are operational.

“Now we will see what gets delivered. Ultimately, the best chips will win,” Gerstner told CNBC, implying that the true competition is still open, and the company that can actually secure and implement the most powerful, highest-performing chips will ultimately lead the AI race.