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power

3 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 9, 2024 by Brad Gerstner · across every show →

Everything said about power, oldest first

Sep 9, 2024 positive
Insight
Gerstner: Power is the primitive for AI and drives China's nuclear race
“Power is the primitive for AI, and that's why China is heads down in this race, and they're taking our technology, right, and they're, you know, they're improving it”
Brad Gerstner Sep 9, 2024 ▶ 29:13 Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 12, 2024 neutral
Assertion Not checkable as stated
Nadella: Microsoft Is Power-Constrained, Not Chip Supply Constrained
“I am power, yes. I am not chip supply constrained. We were definitely constrained in 24. What we have told the street is that's why we are optimistic about sort of, ah, the first half of 25, which is the rest of our fiscal year.”
Satya Nadella Dec 12, 2024 ▶ 1:09:59 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 23, 2025
Assertion Supported
Gerstner: Deploying two million GPUs requires about 2.7 gigawatts of power
“To stand up two billion or two million GPUs in 2026, you need about 2.7 gigs, gigawatts of power, right?”
Brad Gerstner Jan 23, 2025 ▶ 11:14 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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