What podcasts say about Glenn R. August

Every statement, with the speaker, the exact quote and the moment it was said.

What Glenn R. August has said on podcasts

3 statements · 2 positive · 1 negative

on Compute demandPositiveOct 13, 2026· Halftime Report
Strong compute demand will create investment opportunities.
“the demand for compute is great. And so I think there's going to be good opportunity.”
Listen at 28:14
Open the episode · Halftime Report Live at the CAIS Summit 10/13/26
on OpenAI and Anthropic data-center credit exposureNegativeOct 13, 2026· Halftime Report
OpenAI and Anthropic create longer-term data-center credit risk.
“Ultimately, longer term, there's risk with OpenAI and Anthropic being the end user.”
Listen at 29:11
Open the episode · Halftime Report Live at the CAIS Summit 10/13/26
on AI infrastructure financingPositiveOct 13, 2026· Halftime Report
AI infrastructure spending will require alternative financing sources and create attractive opportunities.
“we're going to need to develop other sources of finance. And again, I think that's going to create very attractive opportunities.”
Listen at 29:50
Open the episode · Halftime Report Live at the CAIS Summit 10/13/26

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.