{"id":"tp-38790","type":"article-newspaper","title":"Gerstner Says AI Investment Case Depends on Earnings as Wafer, Power Limit Capacity Growth","author":"Sonny Jang","publisher":"TOKENPOST Inc.","url":"https://www.tokenpost.com/news/people/38790","datePublished":"2026-10-23T07:33:18.000Z","dateModified":"2026-10-23T07:33:18.000Z","language":"en","abstract":"He cited wafer output and power availability as supply constraints and put a $180 billion year-end revenue threshold on three AI-related companies.","section":"People","references":[]}