Brad Gerstner Highlights Surging AI Inference Demand, Citing 47 Quadrillion Tokens and 40x Codex Growth

Speaking at the All-In Summit, Altimeter Capital's Brad Gerstner highlighted the rapid expansion of AI inference demand, validating Nvidia CEO Jensen Huang's once-criticized prediction that compute and inference would scale a billion-fold.
Gerstner stated that the AI industry is currently on track to generate 47 quadrillion tokens this year, while user adoption for developer tools like Codex has expanded 40x in just eight months.
The surge in underlying token consumption underscores how realized usage curves are validating aggressive long-term projections across the artificial intelligence infrastructure landscape.