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AI data centers

3 statements across 2 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Oct 13, 2024 by Brad Gerstner · across every show →

Everything said about AI data centers, oldest first

Oct 13, 2024 bullish
Assertion Supported
Gerstner: AI clusters scaling to 1 million GPUs are already being planned
“Now, I think these things, Bill, are already being planned and built.”
Brad Gerstner Oct 13, 2024 ▶ 32:16 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jun 11, 2026 bullish
Assertion Not checkable as stated
Tang: AI monetization per gigawatt rose from $20B to $30B–$40B
“When the monetization per gigawatt is actually increasing from, you know, call it, like, 20, twenty billion in the best, best of cases for, at the beginning of the year, To now, like, 30 to even pushing 40.”
Clark Tang Jun 11, 2026 ▶ 1:09:01 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
Jun 11, 2026 neutral
Assertion Not checkable as stated
Baker: Ground AI Data Centers Cost $60B Per Gigawatt Today
“It costs sixty billion dollars to put a gigawatt on the ground today. Yeah. And we'll call it 35 of that is, are the GPUs and the silicon that's doing the training and the inference, and twenty-five billion is the land, the shell, the power, and the cooling.”
Gavin Baker Jun 11, 2026 ▶ 27:23 The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod
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