Brad Gerstner
👤 SpeakerAppearances Over Time
Podcast Appearances
At the same time, they're self-building.
You're helping them self-build their data centers.
So heretofore, they've been outsourcing to Microsoft to build the data center.
Now they want to build full-stack factories themselves.
Exactly.
But I think that's also— This is a very big deal.
When you think about—
the advantage that Colossus had.
They're building full stack.
That is a hyperscaler.
Because if they don't use the capacity, they could sell it to somebody else.
And the same way Stargate, they're building monstrous capacity.
They think they'll need to use most of it, but it puts them in a position to sell it to somebody else as well.
It sounds very much like AWS or GCP or Azure.
That's what you're saying.
So one of the things I find mysterious, right?
You know, you just mentioned Oracle 300 billion, Colossus, what they're building.
We know what the sovereigns are building.
We know what the hyperscalers are building.
You know, Sam's talking in terms of trillions.