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AI compute CapEx

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2025 by Brad Gerstner · across every show →

Everything said about AI compute CapEx, oldest first

Jan 11, 2025 bullish
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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