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Big Tech CapEx

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 7, 2026 by Rory O'Driscoll · across every show →

Everything said about Big Tech CapEx, oldest first

May 7, 2026 neutral
Assertion Supported
O'Driscoll: Big Tech CapEx increases are largely driven by rising memory prices
“A significant slug of that CapEx raise is for the same physical amount of CapEx Just at a higher price, because the memory portion of anything you're doing has exploded in cost, right?”
Rory O'Driscoll May 7, 2026 ▶ 40:25 Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
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