Brad Gerstner on OpenAI's dealmaking with AMD, Nvidia: 'The best chips will win'

Brad Gerstner, Altimeter Founder and CEO, speaks at the Delivering Alpha conference in New York City on Sept. 28, 2023.Gerstner said the deals provide "more evidence that the world will remain compute-constrained despite best efforts to bring massive supply online."OpenAI's megadeal with AMD and its relentless push to expand artificial intelligence capabilities underscores the intensifying competitive landscape."Now we will see what gets delivered," the Altimeter Capital founder told CNBC. "Ultimately, the ...