https://minutesof.com/brad-gerstner/on/data-center/ Everything Brad Gerstner has said on data center: 4 verbatim quotes between September 2023 and December 2024, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:51 +0000 https://minutesof.com/q/857cfae0-7c82-485a-b86b-ff7f2b2886b5/ https://minutesof.com/q/857cfae0-7c82-485a-b86b-ff7f2b2886b5/ “he said, but we're also going to have a trillion dollars of CPU replacement, of data center replacement workloads over the course of the next four years.” — BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 data center https://minutesof.com/q/3b798c64-1de6-4f61-baf9-1f2a35b1da5d/ https://minutesof.com/q/3b798c64-1de6-4f61-baf9-1f2a35b1da5d/ “Think about NVIDIA at the start of last year. Data center revenues were expected to shrink by 6%. Right?” — CNBC Television Mon, 29 Jan 2024 23:20:37 +0000 data center https://minutesof.com/q/92655be9-98bd-4d4b-aec5-e738b69a9dfb/ https://minutesof.com/q/92655be9-98bd-4d4b-aec5-e738b69a9dfb/ “The consensus estimate for NVIDIA this year was that data center growth revenue growth was gonna be negative 6%. Right? That's the pros. They got it that wrong.” — FII Institute Thu, 26 Oct 2023 02:01:13 +0000 data center https://minutesof.com/q/888f70c3-566c-49e2-9b37-b8bb0c92a4d4/ https://minutesof.com/q/888f70c3-566c-49e2-9b37-b8bb0c92a4d4/ “if we look at the start of the year, the consensus forecast for NVIDIA was that data center growth would be negative 6% this year.” — CNBC Television Thu, 28 Sep 2023 19:10:17 +0000 data center