Brad Gerstner
speaker
3,957 appearances
19 recordings
4 series
first heard Apr 2025
last heard 17 Sep
Brad Gerstner’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Jun 2026 with 4.
Appearances
First.
It's $50 billion per gigawatt to build minimum.
Okay.
So you're $300 billion.
So in order to finance that, it seems to me you either have to go into the market and borrow the money, or you have to do a dilutive equity raise, neither of which they want to do.
Um, or you get NVIDIA to backstop it, um, which they've indicated that they're going to do more of.
But the problem there is NVIDIA shareholders don't want
them back stopping unlimited because the fear in the world is that that sprite spot price at some point
Right, may go against you.
And when it does, the payback period changes.
Now, nobody thinks that the payback period is going to be one year, even though the spot price is suggesting that it is that today.
Right.
Just a few years ago, people thought you would get pay, or not a few years ago, a few months ago.
People thought you'd get payback over four years.
So you basically spend 50.
You then earn 10 to 15 per year.
You get payback over four to five years.
And then hopefully you get the six year, which really takes you up well above 20% in terms of your returns.
Um, right now the shortage is so acute.
And the willingness to pay from the front lab frontier labs is so high because they all recognize they're on the verge of some massive breakthroughs that they're willing to pay three, four, five X market pricing in order to get at scale compute.
Showing 401–420 of 3,957 · page 21 of 198
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