broadband buildout
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 26, 2026 by David George · across every show →
Everything said about broadband buildout, oldest first
Jan 26, 2026 bullish
AI infrastructure will be utilized more predictably than early internet broadband
“That is heartening to me that the supply build out will be utilized. Maybe in a more predictable way than, you know, broadband in the early internet build out days just cause it, you know, it's built on the back of the previous infrastructure stuff.”