GPU spend

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 30, 2026 by Rory O'Driscoll · across every show →

Everything said about GPU spend, oldest first

Apr 30, 2026 neutral
Assertion Supported
O'Driscoll: GPUs account for 50-55% of total datacenter buildout Capex
“GPU spend is roughly 50, 55% of total capex on any build out.”
Rory O'Driscoll Apr 30, 2026 ▶ 30:08 Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
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