hyperscaler RPO
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2026 by Rory O'Driscoll · across every show →
Everything said about hyperscaler RPO, oldest first
Jul 23, 2026
O'Driscoll: Hyperscaler RPO depends entirely on foundation model commitments
“Because, let me be clear, if you know the answer to that question, that one question, you know the answer to the entire direction of the U.S. Stock market for the next two years. Because all the hyperscaler RPO, all of it, is a function of the commitments they…”