AI Compute CapEx

topic on 1 show · 1 statements across 1 episodes

1 statements about AI Compute CapEx, every show

BG2 Prediction Held up

Gerstner: Big tech AI CapEx investments will materialize in 2025

“And I think what we can put to bed based upon the conversations we've had, what people are hearing out there, the conversations at CES, there are going to, these investments are going to show up in 20, 25, right?”

Brad Gerstner Jan 11, 2025 ▶ 16:16 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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AI Compute CapEx

1 statements about AI Compute CapEx, every show

Turn any episode into a week of clips.