CNBC Squawk Box with Brad Gerstner - October 21st, 2026 - YouTube

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Altimeter founder & CEO Brad Gerstner joined Andrew Ross Sorkin and Joe Kernen on CNBC Squawk Box | October 21, 2026 Key takeaways of Brad’s views: - SpaceX’s earnings show the magnitude of the AI buildout. It plans to stand up 10 GW of compute next year, roughly 25% of the US total, and scale in capital, compute, and data wins the race to superintelligence The people calling a compute glut over the last two years have all been wrong. Unlike 2000, demand is unconstrained and supply is limited by wafers and power - Starlink is on a path to becoming a real alternative carrier, with fast…

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