All-In's Brad Gerstner Estimates 10–15 GW of U.S. Data Center Power Capacity Could Be Delayed

According to ChainCatcher, All-In held a livestream on U.S. midterm election night to discuss how Democratic victories could affect the AI industry. Host Chamath Palihapitiya said AI investment has become an important pillar of U.S. economic growth and that data center construction depends heavily on power supply. He said restrictions on new data centers in states such as Texas could affect the industry. Jason Calacanis said technology companies should engage with Democrats on AI regulation and argued that warnings about AI-driven extinction and mass unemployment had increased public fears. Brad Gerstner, an All-In regular and founder of Altimeter Capital, said many Democratic victors seek a greater role in AI regulation rather than a full halt to AI. He estimated that 10–15 GW of power capacity planned for U.S. data centers in 2027 may not come online on schedule. Gerstner remained bullish on AI model companies and said Altimeter, an existing Anthropic investor, hopes to be among the largest buyers in an Anthropic IPO, even if data center construction is hindered.