The Minutes of Brad Gerstner on compute https://minutesof.com/brad-gerstner/on/compute/ Everything Brad Gerstner has said on compute: 4 verbatim quotes between October 2023 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:21:51 +0000 Gerstner reports X.AI targets 50 million H100 equivalent units, requiring 4 million GPUs and 11 gigawatts. https://minutesof.com/q/c0b52752-79e9-4f45-919f-7a388d7cab11/ https://minutesof.com/q/c0b52752-79e9-4f45-919f-7a388d7cab11/ “If you look at this one out of Elon talking about the X dot AI goal is 50,000,000 in units of H100 equivalent.” — BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 compute Gerstner reports DeepSeek is massively compute constrained now, with GPU differential growing versus OpenAI fo https://minutesof.com/q/7915177a-c38e-49f6-8c41-f1704a1047cb/ https://minutesof.com/q/7915177a-c38e-49f6-8c41-f1704a1047cb/ “On top of that, we learned, you know, they are massively compute constrained right now. So you've seen some tweets about this, people that are, you know, getting server delay and all this stuff” — BG2 Pod Wed, 05 Feb 2025 23:13:28 +0000 compute Gerstner predicts next year will see more compute deployed globally than in all of human history combined. https://minutesof.com/q/cfd3f479-3c10-46cb-848d-e02ca3829c36/ https://minutesof.com/q/cfd3f479-3c10-46cb-848d-e02ca3829c36/ “We're going to deploy more compute on a global basis next year than all the compute ever deployed by humanity combined. That's how much compute is going to drive these training models.” — FII Institute Thu, 26 Oct 2023 02:01:13 +0000 compute