Gerstner: OpenAI and Anthropic compute capacity will scale from 3GW to 20GW
Brad Gerstner · Where Brad Gerstner Is Investing Billions · May 29, 2026 · at 20:39
Brad Gerstner describes the rapid power and infrastructure scaling of leading frontier AI labs.
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“OpenAI and Anthropic combined to start the year had three gigawatts of compute. Three combined. They're gonna end the year closer to 10, and end next year closer to 20.”
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