“This is a bet-the-farm bet by Lisa Su... Either the MI450 gets adopted and they get back into the game, or they're out... If it works, she's going to get 150 billion of incremental revenue just from OpenAI. [On OpenAI's commitment to buy up to six gigawatts of AMD MI450X GPUs over the next five years.]”
Founder and CEO, Altimeter Capital
Said Oct 10, 2025Deadline Dec 31, 2030The All-In Podcast, October 10, 2025 (reported by Benzinga, Oct 13, 2025)
Resolves against AMD's cumulative OpenAI-related revenue through the end of the five-year MI450X commitment (announced Oct 6, 2025); Wall Street analysts at the time modeled 'over $100 billion,' below Gerstner's $150 billion.