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AI infrastructure

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 25, 2024 by Brad Gerstner · across every show →

Everything said about AI infrastructure, oldest first

Sep 25, 2024 bullish
Prediction Not checkable as stated
Gerstner: The entire Nvidia and AI infrastructure supply chain remains undersupplied
“We think the entire NVIDIA and AI infrastructure supply chain is going to continue to be under supplied.”
Brad Gerstner Sep 25, 2024 ▶ 1:03:54 Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024
Insight
Gerstner: AI infrastructure capex growth requires matching 30% inference revenue growth
“So, you know, if you think that infrastructure expenses are going to grow at 30% a year, then I think you have to believe that the underlying inference revenues, right, both on the consumer side and the enterprise side are going to grow somewhere in that range…”
Brad Gerstner Dec 23, 2024 ▶ 1:27:27 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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