AMD and Intel’s openSFI Partnership: Redefining Firmware Standardization for Next-Gen Hardware
An Unprecedented Alliance in Silicon Firmware In a groundbreaking move that transcends traditional competitive boundaries, AMD and Intel have joined…
Tag: Altimeter Capital
Nvidia’s AI Dominance Fueled by National Security Imperatives, Says Brad Gerstner
Brad Gerstner sees Nvidia continuing its remarkable run as artificial intelligence transitions from commercial opportunity to national security imperative. The Altimeter Capital founder draws parallels to Google’s historic growth, suggesting current AI investments mirror earlier tech inflection points.
In a compelling appearance on CNBC’s “Squawk Box,” Brad Gerstner, founder and CEO of Altimeter Capital, articulated why he believes Nvidia represents one of the most compelling investment opportunities of the decade. His thesis centers on the transformation of artificial intelligence from purely commercial domain to matter of national security, creating what he describes as an “existential” imperative for continued investment in computational infrastructure.