CapEx spend

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 19, 2026 by Rory O'Driscoll · across every show →

Everything said about CapEx spend, oldest first

Mar 19, 2026 bearish
Prediction Not checkable as stated
O'Driscoll: 30% chance tech CapEx growth slows within five years
“There is at least some probability, pick a number, 30%, that it doesn't happen this way.”
Rory O'Driscoll Mar 19, 2026 ▶ 8:10 NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
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