‘The best chips will win’

Investor Brad GERSTNER OpenAi’s agreements on Monday Nvidia And AMD They are completely announcements, not distribution.

“Now we’ll see what’s being delivered,” he told CNBC, the founder of the Altimeter. He said. “After all, the best chips will win.”

Openai’s cruel pushing to expand the megadeal and artificial intelligence skills with AMD underlines the intensifying competitive landscape.

Gerstner said that the agreements “great supply provide more evidence that the world is a calculation restriction despite the best efforts online.”

Experts say that there is another verification of the AI ​​weapon race, and that there is an important element in the geopolitical race between AI and the United States and China.

Openai’s Chinese rival Deepseek sent shock waves that he claimed to have a lower cost AI model than the US peer last year. And Deepseek continued to innovate by offering new open -source models using Domestic AI chips.

Last week, the US government published a report on Deepseek’s national security concerns, APPLICATIONS notified.

According to Axios, the National Institute of Standards and Technology and AI standards and innovation center, Deepseek’s Chinese Communist Party, said the US models more often than US models.

Openai’s partnership with AMD increases the hope of taking the right steps to increase production and create more complex AI models.

“What we really see is a world where there is absolute shortage of calculation, because not only from Openai, but not really from the whole ecosystem,” he said. “And therefore it is very important for this industry to come together.”