Brad Gerstner, founder and CEO of the altimeter, speaks for the Alpha Offerivers conference in New York on September 28, 2023.
Adam Jeffery | CNBC
Investor Brad Gerstner warned on Monday that the OpenAi agreements with Nvidia And Dmla are purely announcements, no deployments.
“Now we will see what is delivered,” the founder of Altimeter Capital told CNBC. “In the end, the best tokens will win.”
The Mégadéal d’Openai with AMD and its relentless thrust to extend artificial intelligence capacities underline the intensification of the competitive landscape.
Gerstner said that transactions provide “more evidence than the world will remain forced to calculate despite the best efforts to provide massive online supply”.
Experts say that it is also another validation of the AI arms race, with AI, a key element of the geopolitical race between the United States and China.
The Chinese Rival of Openai Deepseek sent shock waves last year when he claimed to have a model of AI at a lower cost than his American peer. And Deepseek continued to innovate, offering new open source models using AI chips made at the national level.
Last week, the US government published a report warning national security problems in Deepseek, Axios reported.
The Center for Standards and Innovation of the National Institute for Standards and Technology said that Deepseek offered Chinese Communist Party views more frequently than American models, according to Axios.
OPENAI’s partnership with AMD has the hope of taking the right measures to increase production and build more complex AI models.
“What we really see is a world where there will be an absolute rarity of calculation, because there will be so many requests for AI services, and not only of Openai, really of the whole ecosystem,” said the president of Openai in CNBC “Squawk on the street” on Monday. “And that is why it is so important for all this industry to come together.”
