The Minutes

Brad Gerstner on

ai hyperscaler

2 entries, 15 Jun 2026 to 15 Jun 2026

On the recordsourced and dated, oldest first

    1. spoken

      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.”

      15 Jun 2026 · Altimeter Capital · 2:15 · source · permalink
    2. spoken

      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.”

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

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