Gerstner says dozens of sovereign nations prioritize AI buildout as top-three national priority, with GCC spending rivaling hyperscalers.
“And I think the size you're talking about for some of these GCC countries is gonna be competitive with the hyperscalers itself.”
Gerstner says NVIDIA demand continues as customers must order chips five years ahead for infrastructure.
“Nothing is slowing down, Scott, because they have to place orders five years in advance for these products. They have to go find power.”
Gerstner notes NVIDIA's Hopper demand remains exceptional and will continue into next year, defying expectations it would end.
“We may have people thought hopper demand would be over by now, frankly, and he said it's going to continue well into next year.”
Gerstner reports Andy Jassy said Amazon has demand it cannot fulfill.
“Andy Jassy said last night that he has demand coming in over the bow. He can't fulfill the demand.”
“They've announced a trillion dollars over the course of the next six to eight quarters of demand on on, you know, Blackwell's and now Vera Rubins.”
Gerstner forecasts $20 to $30 billion in demand from index funds buying SpaceX in fifteen days.
“In fifteen days from now, you're gonna see twenty to thirty billion dollars of demand roll into the market as the index funds start buying the security.”
Gerstner argues Anthropic's success stems from product quality creating demand, not superior go-to-market strategy, with companies being throttled due to high demand.
“It's not that there was some great go to market at Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business,”