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Investor Brad Gerstner warns that OpenAI's recent deals with Nvidia and AMD are merely announcements, stressing that actual chip deployments are yet to be seen. He highlighted the "compute-constrained" reality of the AI landscape, with demand outstripping supply. This intensifying competition extends globally, with China's DeepSeek posing a national security concern due to its use of domestically produced chips and alleged alignment with CCP views. Experts emphasize the critical need for industry-wide collaboration to address the looming scarcity of computing power for AI services.

Prepared by Christopher Adams and reviewed by editorial team.