data center business

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 28, 2026 by Rory O'Driscoll · across every show →

Everything said about data center business, oldest first

May 28, 2026 neutral
Insight
O'Driscoll: Low Cost of Capital Is Key to Data Center Success
“Cause remember the one thing you need to be successful in a CapEx intent of data center business is a low cost of capital.”
Rory O'Driscoll May 28, 2026 ▶ 1:00:31 OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
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