Nvidia, Meta, Google, Microsoft

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 9, 2024 by Brad Gerstner · across every show →

Everything said about Nvidia, Meta, Google, Microsoft, oldest first

Sep 9, 2024 bullish
Assertion Supported
Gerstner: Hyperscalers Spend $250B Annually on AI CapEx
“I mean, if they're spending two hundred and fifty billion dollars a year on CapEx associated with AI, that is emperor level spending.”
Brad Gerstner Sep 9, 2024 ▶ 1:00:36 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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