chip companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 27, 2025 by David Cahn · across every show →
Everything said about chip companies, oldest first
Oct 27, 2025 negative
Cahn: Chip makers finance AI buildouts to book revenue circularly
“The chip companies are now stepping up and saying, okay, we'll absorb some of the risk. We'll put in the capital to finance this build out where the demand on the other side is not so clear because of course the chip companies also get to book this as revenue.”