Gerstner quotes AMD's Lisa Su calling this year two of a ten-year compute buildout supercycle.
“Lisa said we're in year two of a ten year super cycle to build out the compute in America. If you're not on the AI wave, then you're not gonna participate in all that upside.”
Gerstner says Lisa Su is betting 10% of AMD to OpenAI on the MI450 chip competing with NVIDIA.
“I'm gonna give 10% of my company to OpenAI, and I'm gonna bet that the m I four fifty is going to work, and it's gonna be competitive with NVIDIA.”