Brad Gerstner

speaker

3,957 appearances 19 recordings 4 series first heard Apr 2025 last heard 4d ago

Brad Gerstner’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.

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So getting back to, can we stand up 43 gigawatts of compute?

Our total compute in the country is less than 40 gigawatts.

Doing this in one year, we've got to overcome permitting and local opposition.

You guys see all of that.

Grid interconnection delays, skilled labor shortages, power equipment is sold out.

It's the largest build out in the history of the country.

I would suggest Dylan's forecast of 43 gigawatts next year is too aggressive.

I don't think we're going to get there.

I think the total amount we're actually going to stand up is somewhere closer to 25 gigawatts.

And I think of that 25 gigawatts, half of it will be for anthropic and open AI.

I think that's enough to generate the revenue.

Remember, Anthropix revenue reportedly this year, 100 billion, 110 billion.

If they do that, they're doing it with a gigawatt and a half of compute.

So if they add another four or five gigawatts of compute, that's certainly enough to add another 100 billion in revenue.

So I don't think we need more gigawatts to get to the revenue targets for next year, but this is my hunch, that we're not going to get to the 43%.

And then of course, we're going to hear more tomorrow.

I think rate hikes are coming.

I think it's now over 90% chance that we're going to have rate hikes tomorrow.

Why does this matter?

Because all of this now borrowed money, right?

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