← Hyperscalers
What podcasts say about Hyperscalers
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Hyperscalers
3 statements · 1 negative · 2 neutral
Higher hyperscaler capital expenditure is currently associated with falling share prices.
“You lift your CapEx, your share price goes down.”
Open the episode · The Small Cap index is lying to you with Andrew MitchellListen at 10:31
Hyperscalers’ primary moat is GPU financing capacity, not compute access.
“the biggest moat for the hyperscalers isn't the fact that it's access to compute and that they could scale compute very well. It's the fact that they can pay for the GPUs very quickly and they have the cash flows that do.”
Open the episode · Sergey Brin Retakes Gemini, 4 Labs Lose Containment, Compute Trades at NYSE w/ Kush Bavaria | EP #278Listen at 1:18:07
Hyperscalers control approximately 60% of global compute capacity.
“The hyperscalers control 60% of all the Compute.”
Open the episode · OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell OutListen at 28:43
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.