Altimeter Capital CEO Brad Gerstner: There's a lot of tailwinds for this economy

An investor group including Black Rockck, Nvidia, XAI, and Microsoft has now agreed to buy Align data centers for about $40 billion. That deal marks the largest data center transaction now on record. Aligned operates and has planned capacity now of more than 5 gawatt across 50 data centers. Transaction expected to close in the first half of 2026. And this is a nice way back into our conversation with you Brad uh Gersner about what is going on here. Yeah, the opportunity set just a just a small $40 billion t ...