Brad Gerstner

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?

So 100,000 H100s is not apples for apples with the number of GB200s, Grace Blackwell 200s or GB300s.

And so it's hard to talk about them.

You're comparing apples and oranges when you're comparing these data centers.

So a unifying metric of compare, right?

right, is the power that goes in.

Everything starts with the power.

It's the constrained resource.