Sam Badawi(@Sam_Badawi):Altimeter CEO Brad Gerstner said on CNBC during the $CBRS Cerebras IPO that “we’re in the age of inference,” arguing AI is rapidly shifting from training models to generating tokens efficiently at scale. He tied this directly to Jensen Huang’s comments about inference demand potentially scaling “1 billion x,” reinforcing the bull case for inference infrastructure across $AMZN, $MSFT, $GOOGL, memory, networking, and AI cloud platforms. Gerstner also said the successful Cerebras IPO could pave the way for more AI infrastructure IPOs in coming years, including potential offerings tied to SpaceX, OpenAI, and Anthropic.

2026.05.16 13:01

Altimeter CEO Brad Gerstner said on CNBC during the $CBRS Cerebras IPO that “we’re in the age of inference,” arguing AI is rapidly shifting from training models to generating tokens efficiently at scale. He tied this directly to Jensen Huang’s comments about inference demand potentially scaling “1 billion x,” reinforcing the bull case for inference infrastructure across $AMZN, $MSFT, $GOOGL, memory, networking, and AI cloud platforms. Gerstner also said the successful Cerebras IPO could pave the way for more AI infrastructure IPOs in coming years, including potential offerings tied to SpaceX, OpenAI, and Anthropic.