← Kate Rooney
What podcasts say about Kate Rooney
Every statement, with the speaker, the exact quote and the moment it was said.
What Kate Rooney has said on podcasts
5 statements · 2 positive · 2 negative · 1 neutral
Custom AI chips have not yet reduced Nvidia’s market share, while demand expands.
“it has not dented into NVIDIA's market share at all, really. And the pie seems to be growing.”
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26Listen at 19:57
Only a small number of people have the expertise to design custom AI chips well.
“there's only really a handful of people that know how to do this well”
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26Listen at 21:37
The incumbent president’s party loses 32 House seats on average when gas prices rise persistently.
“And the sitting president's party, on average, loses 32 seats in the House of Representatives.”
Open the episode · Closing Bell Overtime: Four-Year Anniversary of the Bull 10/12/26Listen at 29:05
OpenAI-related work represents 50% of Oracle’s backlog.
“It currently makes up 50% of Oracle's backlog.”
Open the episode · Closing Bell 10/8/26Listen at 6:32
NVIDIA and AMD GPU demand is predicated on OpenAI’s growth
“NVIDIA, AMD. that have seen massive demand for their high-performing GPUs predicated on OpenAI's growth”
Open the episode · Closing Bell 10/8/26Listen at 6:45
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.