Angelo Zino

Person

Heard in 1 episode across 1 show since Aug 2026

Episodes

across 1 show

First heard

Aug 2026

Guest appearances

Episodes per month

Public PodLume episodes featuring it, over the last year.

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17 statements

on Hyperscaler AI spendingPositiveAug 27, 2026· Bloomberg Surveillance
Hyperscalers plan to spend more on AI infrastructure than previously expected.
“hyperscalers are planning to spend much more than maybe we previously anticipated”
Listen at 12:32
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on NVIDIA content growthPositiveAug 27, 2026· Bloomberg Surveillance
NVIDIA’s AI content growth is expected to continue exceeding expectations.
“we see no signs of that letting up as we kind of look here over the next couple of iterations”
Listen at 13:14
Open the episode · Jackson Hole Preview
on NVIDIA valuation multipleNegativeAug 27, 2026· Bloomberg Surveillance
NVIDIA’s valuation multiple remains compressed because of competitive and financing concerns.
“the multiple remains compressed based on some of those concerns”
Listen at 14:11
Open the episode · Jackson Hole Preview

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

1 episode featuring Angelo Zino, newest first