Brad Gerstner predicts only 25 gigawatts of compute will be added in 2027, with 12.5 gigawatts going to Anthropic and OpenAI.
“I would suggest Dylan's forecast of 43 gigawatts next year is too aggressive. Don't think we're going to get there. I think the total amount we're actually going to stand up is somewhere closer to 25 gigawatts, and I think of that 25 gigawatts, half of it will be for Anthropic and OpenAI.”
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disputableTotal new compute capacity added globally in 2027 reaches approximately 25 gigawatts, with roughly half allocated to Anthropic and OpenAI.
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