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The Latest Breaking News from Brad Gerstner

Microsoft CEO says the company doesn't have enough electricity to install all the AI GPUs in its inventory - 'you may actually have a bunch of chips sitting in inventory that I can’t plug in'

Microsoft CEO Satya Nadella said in an interview that he has some AI chips in inventory that he cannot use because he has nowhere to plug them in.

Tom’s Hardware

Sam Altman Says OpenAI Revenue Exceeds $13 Billion Estimate, Says Could Reach $100 Billion By 2027

Sam Altman Says OpenAI Revenue Exceeds $13 Billion Estimate, Says Could Reach $100 Billion By 2027

OpenAI CEO Sam Altman said the company is bringing in far more revenue than the widely cited $13 billion annual estimate. The executive of the artificial intelligence startup also defended its $1.4 trillion investment in infrastructure.

Sam Altman says OpenAI's revenue is 'well more' than reports of $13 billion a year and hints it could hit $100 billion by 2027

Sam Altman says OpenAI's revenue is 'well more' than reports of $13 billion a year and hints it could hit $100 billion by 2027

"I would love to tell them they could just short the stock, and I would love to see them get burned on that."

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‘It’s About to Go Up By a Billion Times’: Nvidia CEO Jensen Huang Says the Next ‘Industrial Revolution’ Is Already Here

Nvidia CEO Jensen Huang’s remarks on the exponential rise of inference computing highlight the scale of AI’s industrial revolution and its economic implications.

Altimeter Capital CEO Brad Gerstner Breaks Down AMD-OpenAI GPU Bet, Says Lisa Su Is Betting The Farm To Catch Up To Rival Nvidia

Last week, Altimeter Capital CEO Brad Gerstner described Advanced Micro Devices Inc.'s (NASDAQ:AMD) multi-billion-dollar deal with Sam Altman's OpenAI as a "bet-the-farm" moment for CEO Lisa Su — one that could reshape the balance of power in the AI chip race currently dominated by Nvidia Corp. (NASDAQ:NVDA).

OpenAI's AMD, Nvidia Deals Are Huge, But Execution Is Key, Says Brad Gerstner

Investor Brad Gerstner warned on Monday that OpenAI’s recent deals with Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) remain announcements rather than actual deployments. Therefore, he urged caution.

Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”

Zuckerberg and Altman are scared of a bubble. Not Nvidia’s leader, who also offered thoughts on the $100,000 H-1B visa setting “the bar a little too high.”

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Legendary Investor Brad Gerstner Is Buying Up Nvidia Stock Despite the Trade War Tizzy. Should You?

Legendary Investor Brad Gerstner Is Buying Up Nvidia Stock Despite the Trade War Tizzy. Should You?

This article examines Brad Gerstner’s confidence in Nvidia’s ability to withstand Trump’s tariffs and considers whether investors should continue buying the stock.

AI will create ‘largest displacement of human labor in the history of capitalism,’ says tech-focused hedge fund CEO. ‘A lot of people will feel left out’

AI will create ‘largest displacement of human labor in the history of capitalism,’ says tech-focused hedge fund CEO. ‘A lot of people will feel left out’

With AI "there’s gonna be a lot of [job] disruption that will cause a lot of anger," warns Altimeter Capital CEO Brad Gerstner.

AI moves fast. Let's hope it doesn't break things

AI moves fast. Let's hope it doesn't break things

AI is evolving and spreading faster than anyone could have predicted. Whether you're a company, an investor, or policymaker, that's a major challenge.

Why Mark Zuckerberg had to announce 11,000 job cuts at Meta

Why Mark Zuckerberg had to announce 11,000 job cuts at Meta

Company thought rise in online activity would last, rivals stole its users, and metaverse was too uncertain for shareholders

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