The Minutes of Brad Gerstner on data centers https://minutesof.com/brad-gerstner/on/data-centers/ Everything Brad Gerstner has said on data centers: 7 verbatim quotes between February 2024 and May 2026, each with a timestamp and a link to the recording… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner says Musk is building the largest data centers on Earth and eventually in space. https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ https://minutesof.com/q/61e8f8d6-f0ae-42ed-aa4e-c33b32a5b543/ “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.” — CNBC Television Thu, 28 May 2026 17:00:15 +0000 data centers Gerstner notes OpenAI has not built data centers while Microsoft, Oracle, CoreWeave, and SoftBank are building https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ https://minutesof.com/q/4a47bf51-98b8-4446-9c8e-eda99762df39/ “I haven't heard them break ground on any data center. I hear Microsoft building data centers, Oracle building data centers, CoreWeb building data centers, SoftBank building data centers.” — Altimeter Capital Tue, 03 Feb 2026 21:01:23 +0000 data centers Gerstner says AI capex jumped from $150B in 2023 to over $500B this year in committed purchase orders. https://minutesof.com/q/6c4c2aab-18b6-4975-81b9-68235e3e8fba/ https://minutesof.com/q/6c4c2aab-18b6-4975-81b9-68235e3e8fba/ “In 2023, these companies spent $150,000,000,000 on capex building out data centers. This year, over 500,000,000,000. That's not speculative. That is purchase orders. Those are buildings.” — Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 data centers In 2023, these companies spent $150,000,000,000 on capex building out data centers. This year, over 500,000,00 https://minutesof.com/q/d355f2bc-75c1-45af-97c8-e4d4cbc914b2/ https://minutesof.com/q/d355f2bc-75c1-45af-97c8-e4d4cbc914b2/ “In 2023, these companies spent $150,000,000,000 on capex building out data centers. This year, over 500,000,000,000. Though, that's not speculative. That is purchase orders. Those are buildings. That's power.” — CNBC Television Tue, 06 Jan 2026 18:25:41 +0000 data centers Gerstner reports Oracle, Amazon, and Microsoft are all moving forward with nuclear-powered data center project https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ https://minutesof.com/q/a2662d7b-fc56-4e1f-a2a2-3f0111e20029/ “Amazon is buying this nuclear powered Talon data center facility, and now Microsoft this week announces with CEG that they're going to bring 3 Mile Island out of retirement.” — BG2 Pod Wed, 25 Sep 2024 16:21:38 +0000 data centers Gerstner warns data centers acquiring independent energy producers could trigger regulatory intervention on gr https://minutesof.com/q/8b67f38c-a28b-4381-aeab-898c9b743dfe/ https://minutesof.com/q/8b67f38c-a28b-4381-aeab-898c9b743dfe/ “if you start to see data centers pick off the independents, that could put pressure on the grid in a way that might bring the regulators in to voice their opinion.” — BG2 Pod Thu, 04 Apr 2024 17:20:29 +0000 data centers Gerstner quotes Jensen predicting data center infrastructure will double from $1T to $2T in four to five years https://minutesof.com/q/e1a04006-788c-440c-96ca-495cf037020f/ https://minutesof.com/q/e1a04006-788c-440c-96ca-495cf037020f/ “And over the course of the next four to five years, we'll have 2,000,000,000,000 of data centers powering software around the world and it will all be accelerated compute.” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 data centers