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compute infrastructure

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Feb 22, 2024 by Brad Gerstner · across every show →

Everything said about compute infrastructure, oldest first

Feb 22, 2024 bullish
Prediction Open · timeframe Feb 2029
Gerstner: Trillions will be spent rebuilding global compute infrastructure over 4-5 years
“But I do think that we're talking trillions of dollars over the course of the next four to five years as we rebuild the world's compute infrastructure.”
Brad Gerstner Feb 22, 2024 ▶ 58:38 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
Mar 2, 2025 bullish
Prediction Not checkable as stated
Nadella: AI agents will exponentially increase compute infrastructure demand
“When you think of an AI agent, it turns out the AI agents Is going to exponentially increase compute usage because you now are not even bound by just one human invoking a program. It's one human invoking programs that invoke lots more programs. And so that's g…”
Satya Nadella Mar 2, 2025 ▶ 40:16 Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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