AI & Tech
Brad Gerstner predicts US compute build-out hits 25GW, not 43
All-In Podcast
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
What was said
"“I would suggest Dylan's forecast to 43 gigawatt next year is too aggressive. I don't think we're going to get there. I think the total amount we're actually going to stand up is somewhere closer to 25 gigawatt.”"
Brad Gerstner says a 43-gigawatt US compute build-out next year is unrealistic, predicting closer to 25GW. He cites permitting and local opposition, grid interconnection delays, skilled labour shortages and sold-out power equipment.
Verification status
Attributed speaker claim
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Source and context
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- Speaker
- Brad Gerstner · guest
- Programme
- All-In Podcast
- Episode
- Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
- Clip time
- 14:09
- Original source
- Watch the source segment →
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