Investor Brad Gerstner warns that OpenAI’s deals with Nvidia and AMD are just announcements, not actual deployments. This comes as the company expands its artificial intelligence capabilities in a competitive landscape where supply is constrained. Gerstner says “the best chips will win.” The deals also underscore China’s growing AI presence, including from rival DeepSeek, which has raised national security concerns. OpenAI’s partnership with AMD aims to boost production and build more complex models, but experts warn of an impending compute scarcity driven by increasing demand for AI services.
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Source: https://www.cnbc.com/2025/10/06/gerstner-open-ai-amd-nvidia-chips.html