Murdock: Hyperscalers Will Benefit from Market Dislocation by Buying Cheaper Assets
Jerry Murdock · The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock · Aug 22, 2026 · at 7:25
Insight Partners co-founder Jerry Murdock argues that hyperscalers will consolidate market power during an AI downturn.
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“If there is a dislocation, no one is better prepared to survive it than hyperscalers. I mean, all the hyperscalers have enough ongoing business and they've been very consistent. That's why they're worth what they're worth. The magnificent seven is there because They've been doing this for a long time, and so they know that they could absorb this, and if it happens, it'll be good for them because everybody else gets wiped out, and then assets are become cheaper for them to acquire, and they're in still in good shape.”
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