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AI CapEx

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jun 22, 2024 by Bill Gurley · across every show →

Everything said about AI CapEx, oldest first

Jun 22, 2024 neutral
Opinion
Gurley: The AI boom is supply-driven and building ahead of demand
“And Satya very quickly said, this is a supply driven wave. And I think up to date that is true. We're building ahead of demand.”
Bill Gurley Jun 22, 2024 ▶ 14:50 Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Sep 9, 2024 bullish
Assertion Supported
Gerstner: Hyperscalers Spend $250B Annually on AI CapEx
“I mean, if they're spending two hundred and fifty billion dollars a year on CapEx associated with AI, that is emperor level spending.”
Brad Gerstner Sep 9, 2024 ▶ 1:00:36 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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