Gerstner asserts Elon Musk is the best in the world at turning electrons into tokens.
“There's no human being on the planet that is better at turning electrons into tokens than Elon Musk. Right? Let me say that again.”
Gerstner asserts Elon Musk is the best at converting electrons into AI tokens globally.
“There's no human being on the planet that is better at turning electrons into tokens than Elon Musk.”
Gerstner says Musk is building the largest data centers on Earth and eventually in space.
“Elon is building the biggest data centers on Earth and eventually in space of anybody, and nobody is better at turning those electrons into tokens.”
Gerstner contrasts today's GPU utilization with 2000 when only 7% of fiber was utilized.
“Remember back in 2000, we talked a lot about dark fiber. Only 7% of the fiber going into the ground in the year 2000 was being utilized. 7%.”
Gerstner says Databricks and Snowflake are accelerating because they provide the data substrate for agentic AI solutions.
“But there are other companies that we own and love, like Databricks and Snowflake, that are actually accelerating. Why are they accelerating? They are the data substrate upon which enterprises are building agentic solutions.”
BG2 Pod
“Tech companies are investing over the course of the next four or five years, it's about 10 times the size of the Manhattan Project on an inflation adjusted or GDP adjusted basis.”
Gerstner says the UAE-US AI campus announced is five gigawatts, equivalent to 2.5 million GPUs.
“So in in Abu Dhabi, they announced a five gigawatt US AI you know, it's a UAE, US AI campus. It's an incredible architectural campus.”
Gerstner says Jensen confirmed GPU clusters are already at 200-300k scale and will reach 500k to 1 million
“I said, are we already at the phase of two and three hundred thousand cluster scale? And he said, yes. And then I said, and will we go to 500,000 a million?”
Gerstner proposes dedicating individual nuclear reactors at Diablo to major tech companies for their data centers.
“I could imagine if you had four more reactors sitting here, right, if you could land them at the right price, you could have one reactor for Meta, one for Amazon, one for Microsoft, one for Nvidia, you could have the data center sitting right next to them.”
Gerstner highlights Super Micro raised full-year guidance by 40% to $14 billion.
“Super Micro took their full year guide up after the bell today by 40%. 40% to $14,000,000,000. So that's why you're seeing these moves.”
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