Brad Gerstner on

ai hyperscaler

2 quotes · June 2026

Saidverbatim, newest first

  1. Gerstner says SpaceX moved to $27 billion AI hyperscaler revenue in six weeks with Anthropic and Google deals.

    “In literally six weeks, they went from not in the game to $27,000,000,000 of AI hyperscaler revenue with big deals Google? With big deals from Anthropic and Google.”

    2:15 · Altimeter Capital · 15 Jun 2026 · permalink
  2. Gerstner predicts SpaceX will become the largest AI hyperscaler in the United States within a few years.

    “My estimate is in a few years, they're gonna be the largest AI hyperscaler in The United States.”

    3:00 · Altimeter Capital · 15 Jun 2026 · permalink

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