Altimeter's Gerstner: AI Trade Fully Priced as Capex Growth Faces Revenue Test

Altimeter CEO Brad Gerstner argued at the All-In Summit that the AI trade is fully priced, with continued capex growth contingent on AI revenue staying on its steep trajectory, and forecast only about 25GW of new data center capacity next year.

2026-09-16 ~ 2026-09-16 · 2 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