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.

Sam Badawi

@Sam_Badawi

Livestreams & deep dives on stocks, fundamentals & Solid Talk | Stock Talk Insiders, use code "SAM" for 10% off, link below ⤵️

参加 March 2020

603 フォロー中 44.5K ファン

Sam Badawi@Sam_Badawi

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.