Altimeter's Gerstner: Only ~25GW of New Data Centers Next Year, AI Trade Priced In

Altimeter CEO Brad Gerstner argued at the All-In Summit that 43GW compute forecasts are too aggressive, expecting only 25GW of new data centers next year—half going to OpenAI and Anthropic—and said the AI trade is fully priced, with capex growth dependent on sustained steep revenue growth.

2026-09-16 ~ 2026-09-17 · 4 related posts

• Brad Gerstner: AI buildout hinges on revenue keeping its steep growth curve — markjeffrey · 2026-09-16
• Altimeter CEO sees only 25GW of new data center capacity next year, calls AI trade fully valued — PTrubey · 2026-09-16
• Brad Gerstner: 43GW AI compute forecast too aggressive, sees ~25GW with half for OpenAI/Anthropic — firstadopter · 2026-09-17

1 near-duplicate retellings: PTrubey