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High-certainty predictions the public record later bore out. · 14 clips, 3 minutes, hands free.
0:00 / 0:20exact quote · 20.9s
1/14Huang: The AI industry will with certainty require millions of GPUs
Jensen Huang · 2024Held upfull source →
1Huang: The AI industry will with certainty require millions of GPUsJensen Huang · 21sHeld up
2Gerstner: Hyperscalers like Amazon and Meta will re-enter the stablecoin businessBrad Gerstner · 4sHeld up
3Nadella: Hyperscalers will run heterogeneous hardware fleets across multiple chipmakersSatya Nadella · 20sHeld up
4Gerstner: Big tech AI CapEx investments will materialize in 2025Brad Gerstner · 13sHeld up
5Gerstner: The GPU shortage will not turn into a glut in 2024Brad Gerstner · 12sHeld up
6Gerstner: Four or five companies will reach GPT-4 performance in 2024Brad Gerstner · 10sHeld up
7Gurley: OpenAI will lose $7B this year, a burn rate Google avoidsBill Gurley · 3sHeld up
8Madra predicts multi-agent systems will enable transactional AI within one yearSunny Madra · 14sHeld up
9Gerstner: xAI will launch Grok 3 trained on world's biggest clusterBrad Gerstner · 12sHeld up
10Haas: The Base CPU for Stargate AI Data Centers Will Be ARMRene Haas · 32sHeld up
11Patel: Google and Anthropic will both release reasoning models soonDylan Patel · 9sHeld up
12Patel: Hyperscalers will significantly boost capex in 2025, lifting chip suppliersDylan Patel · 18sHeld up
13Gerstner: Big Four Tech to Spend $220B on CapEx in 2024Brad Gerstner · 7sHeld up
14Gerstner: Trump Will Declare Victory on Vietnam Tariffs Before April 9Brad Gerstner · 12sHeld up