← Hyperscaler infrastructure suppliers
What podcasts say about Hyperscaler infrastructure suppliers
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Hyperscaler infrastructure suppliers
1 statement · 1 positive
Investors should follow hyperscaler spending and buy the recipient companies because they are underpriced.
“I think it may be simpler and this is what I tweeted to just follow the dollars, like a trillion dollars a year going out of the hyperscalers. Where is it going? Just follow those dollars and buy those companies because those companies are already underpriced.”
Open the episode · OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeListen at 45:48
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