dark fiber

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 22, 2024 by Brad Gerstner · across every show →

Everything said about dark fiber, oldest first

Feb 22, 2024 bullish

Opinion

Gerstner: Fears of an Impending Nvidia Chip Glut Are Inaccurate

“So everybody's just the wall of worry around NVIDIA is when does the glut come? We've pulled forward all this training demand. It's dark fiber like in the year 2000. I think those things are not accurate.”

Brad Gerstner Feb 22, 2024 ▶ 9:52 BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod

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dark fiber

Everything said about dark fiber, oldest first

Turn any episode into a week of clips.