Brad Gerstner
๐ค SpeakerAppearances Over Time
Podcast Appearances
Yeah.
I think I was brilliantly said by David, listen, it's a national imperative that we accelerate the build out of AI infrastructure across the country.
I've said before, the $4 trillion that Jensen Huang has estimated will be built out over the next five years is 10 times the size of the Manhattan Project that was totally federally funded.
Okay, and this is all being privately funded.
But it wouldn't be possible without the government, Secretary Wright, others, Burgum, et cetera, clearing out of the way the regulatory hurdles.
You heard on the same pod that power is really the gating issue here.
And so it's been amazing to see what the federal government is doing.
I think that's what Sarah was trying to get to.
They need to have a public-private partnership.
They're going to do their job, raise their money.
Backstop was not the right choice of words.
But they, I know, and I talked to Sarah this morning about this, are deeply grateful for what the federal government is doing.
to accelerate the build-out of power and infrastructure.
And the federal government could do that without taking risk on their own balance sheet.
In fact, we've seen some of the investments they've made as a result of the Japanese deal they got on tariffs.
They can reinvest those dollars to accelerate some of the nuclear build-out, etc.
Well, and in fairness, $1.4 trillion is a very large number.
I mean, this is a number we've never seen one company say they're going to do a build out of.
Please, yeah.
I mean, so Brad, do you sell your shares to the Trump Sovereign Wealth Fund?