power and network infrastructure
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 21, 2026 by Rory O'Driscoll · across every show →
Everything said about power and network infrastructure, oldest first
May 21, 2026 neutral
O'Driscoll: AI capex splits 50% to Nvidia, 20% to power and networking
“All these companies are on fire because the hyperscalers and the model companies have decided to spend, you know, roughly three quarters to a trillion dollars a year building shit, and 50% of that goes to Nvidia, 10% of that goes to power, 10% of that goes to …”