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inference revenue

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 inference revenue, oldest first

Jan 11, 2025 positive
Assertion Supported
Gerstner: Microsoft generates $10 billion in AI inference revenue
“You know, as Satya told us on the pod, they have ten billion in inference revenue, and I think he expects that to grow. Significantly.”
Brad Gerstner Jan 11, 2025 ▶ 19:06 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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