AI data center revenues
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 10, 2025 by Brad Gerstner · across every show →
Everything said about AI data center revenues, oldest first
Oct 10, 2025 bullish
Gerstner: Nvidia captured nearly 100% of incremental AI data center revenues
“In twenty-twenty-two, two and a half years ago, NVIDIA and AMD had basically the same revenue, twenty-five billion dollars, right? This year, NVIDIA will do 10 X that at roughly, you know, 210, two hundred and thirty billion dollars, and AMD will do thirty-thr…”