'The best chips will win' | NYGazet

The Altimeter Capital founder said the deals provide "more evidence that the world will remain compute-constrained."

Investor Brad Gerstner cautioned Monday that OpenAI's deals with Nvidia and AMD are purely announcements, not deployments. "Now we will see what gets delivered," the Altimeter Capital founder told CNBC. "Ultimately, the best chips will win." OpenAI's... [1475 chars]