Brad Gerstner: AI buildout hinges on revenue keeping its steep growth curve
markjeffrey · x · 2026-09-16
Investor Brad Gerstner argues the AI trade needs revenue to keep growing on its current steep curve for the datacenter buildout to continue—framing the sustainability of massive AI capex as entirely dependent on revenue growth rates.
More from Venture
- Microsoft issues $25B bonds in $92.28B revenue week as OpenAI trims round by $10B — YvesMulkers · 2026-11-02
- Amazon's $215B capex exceeds $168B operating cash flow, FCF turns -$42B — thealexbanks · 2026-11-02
- A four-dimension framework for building GEO prompt libraries, backed by B2B survey data — yangyi · 2026-11-02
- Saudi Aramco takes 49% stake in AI firm Humain in $2.6 billion deal — The Decoder · 2026-11-02
- Stratechery: Google's earnings miss mirrors Facebook's—but its agent play is bolder than credited — Stratechery · 2026-11-02
- Dev builds a GSC simulator to explain why new sites get no traffic — gefei55 · 2026-11-02