The Minutes of Brad Gerstner on amd https://minutesof.com/brad-gerstner/on/amd/ Everything Brad Gerstner has said on amd: 2 verbatim quotes from October 2025, each with a timestamp and a link to the recording it came from. en Mon, 31 Aug 2026 13:09:03 +0000 Gerstner says Lisa Su is betting 10% of AMD to OpenAI on the MI450 chip competing with NVIDIA. https://minutesof.com/q/ffcecf8d-add3-40de-8837-a4bfde16b606/ https://minutesof.com/q/ffcecf8d-add3-40de-8837-a4bfde16b606/ “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.” — CNBC Television Wed, 15 Oct 2025 12:48:34 +0000 amd Gerstner quotes AMD's Lisa Su calling this year two of a ten-year compute buildout supercycle. https://minutesof.com/q/af25e4b1-6f30-420a-9ce3-baefd8aa1c9e/ https://minutesof.com/q/af25e4b1-6f30-420a-9ce3-baefd8aa1c9e/ “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.” — CNBC Television Wed, 15 Oct 2025 12:48:34 +0000 amd