The Minutes of Brad Gerstner on hyperscalers https://minutesof.com/brad-gerstner/on/hyperscalers/ Everything Brad Gerstner has said on hyperscalers: 5 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 cites hyperscaler revenue growth: Amazon 28%, Azure 39%, Google 63%, and Anthropic at historic rates. https://minutesof.com/q/e72f2fb5-947f-453c-8aaa-bd38d3706cd1/ https://minutesof.com/q/e72f2fb5-947f-453c-8aaa-bd38d3706cd1/ “28% revenue growth out of Amazon at tremendous scale or 39% for Azure, 63% for Google, extraordinary. And of course, Anthropic is adding revenues at rates we've never seen before.” — Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 hyperscalers Gerstner notes hyperscalers grew collective revenue from $150 billion to $350 billion in just eight quarters. https://minutesof.com/q/3bca3627-39ad-451a-b22f-91c71ec6186e/ https://minutesof.com/q/3bca3627-39ad-451a-b22f-91c71ec6186e/ “Let me just give you a statistic. It's just eight quarters ago that collectively they were doing a $150,000,000,000 in revenue. Now they're doing $350,000,000,000 in revenue.” — Altimeter Capital Tue, 05 May 2026 22:10:35 +0000 hyperscalers 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 hyperscalers Gerstner proposes dedicating individual nuclear reactors at Diablo to major tech companies for their data cent https://minutesof.com/q/87f2bdd7-b1c0-4af8-836a-2b8fcf3ab06b/ https://minutesof.com/q/87f2bdd7-b1c0-4af8-836a-2b8fcf3ab06b/ “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.” — BG2 Pod Mon, 09 Sep 2024 02:12:29 +0000 hyperscalers Gerstner says hyperscalers' total capex is now at $200 billion, raising questions about return on investment. https://minutesof.com/q/c6673b2c-4f7d-4be3-a26b-32b0ca5b9b66/ https://minutesof.com/q/c6673b2c-4f7d-4be3-a26b-32b0ca5b9b66/ “In fact, I think if people are gonna be critical of anything, a lot of people are looking at the total CapEx of the hyperscalers now at $200,000,000,000 and saying, when are you gonna get a return on the dollars that you're spending?” — BG2 Pod Mon, 10 Jun 2024 13:40:00 +0000 hyperscalers