Brad Gerstner
👤 SpeakerAppearances Over Time
Podcast Appearances
Jensen's riding it.
He's capturing 100 percent of the wave and she's not even yet on the wave.
Her MI350 was just not competitive.
And so they have one shot.
Either the MI450 gets adopted and they get back into the game.
Right.
Or they're out.
She's a total warrior.
I think she believes in the 450.
She went to her board and she said, listen, we got to take the shot here.
We got to bet the farm.
If it works, she's going to get $150 billion of incremental revenue just from OpenAI for building out 5 gigawatts.
And on top of that, of course, it could unlock a lot of the other market because now it will have validated that they have a chip that works.
But it's far from a done deal, far from a conclusion whether the 450 is going to work.
Can it compete against Vera Rubin?
Can it compete against Rubin Ultra?
All super important questions.
So that's one, you know, that's the AMD deal.
Yeah, I think there are a couple of constraining features.
Number one, chips change, right?