The Minutes of Brad Gerstner on infrastructure https://minutesof.com/brad-gerstner/on/infrastructure/ Everything Brad Gerstner has said on infrastructure: 5 verbatim quotes between June 2024 and August 2026, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:50 +0000 Gerstner warns that 30-40% of compute is delayed this year, which could slow the entire AI trade if delays per https://minutesof.com/q/9a8caf62-46c4-44ea-a4a0-1f5fe7163727/ https://minutesof.com/q/9a8caf62-46c4-44ea-a4a0-1f5fe7163727/ “And you heard the rumors and seen the headlines that 30 or 40% of compute now is delayed this year. So keep your eye on power and compute.” — Altimeter Capital Fri, 15 May 2026 20:31:59 +0000 infrastructure Gerstner compares the next three years of AI investment to building the interstate highway system, all private https://minutesof.com/q/edcca4b7-9900-4e93-957b-7b9a8995331d/ https://minutesof.com/q/edcca4b7-9900-4e93-957b-7b9a8995331d/ “I think for the next three years, this is like building the interstate highway system. Right? This is significant. It's important to The United States Of America, by the way.” — Altimeter Capital Tue, 10 Feb 2026 21:40:23 +0000 infrastructure Gerstner says $250 billion on NVIDIA implies $500 billion total AI CapEx spending. https://minutesof.com/q/a92236da-9042-40b4-8a83-468edac2a60e/ https://minutesof.com/q/a92236da-9042-40b4-8a83-468edac2a60e/ “one of the things that keeps investors like me up in the nights is a 250,000,000,000 being spent on NVIDIA on on the semi side of things.” — BG2 Pod Tue, 23 Dec 2025 23:00:00 +0000 infrastructure Gerstner highlights US fission reactors cost four to five times more and none are being built. https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ https://minutesof.com/q/72442d2b-51d8-44b7-959f-23d864647405/ “Why does it cost us four to five times to build a fission reactor in this country? Why are we building no nuclear reactors in this country?” — BG2 Pod Thu, 28 Aug 2025 23:39:23 +0000 infrastructure Gerstner says AI customers must place orders five years in advance and secure power and data centers. https://minutesof.com/q/86a9f483-87af-4eaa-bc23-de3775a5647e/ https://minutesof.com/q/86a9f483-87af-4eaa-bc23-de3775a5647e/ “they have to place orders five years in advance for these products. They have to go find power. They have to find data centers” — CNBC Television Tue, 11 Jun 2024 16:52:46 +0000 infrastructure