hyperscaler

“The hyperscalers still can grow capex 20, 30% next year, right, from what they're doing this year.”

“And if you look at the revenue of just two of the top tier frontier labs You know, if you look at the chart on the left, not only have they surpassed the early revenue ramps of some of the best SaaS companies in history I'll point you over to the right they're…”

“The consensus for the banks is three hundred and sixty billion dollars of spend next year across all of them.”

“One of the biggest problems we had was that our customer base sucked, right? I mean, we were selling to, most of the chips went to the large hyperscalers, you know, which they're way too concentrated, and they build their own chips, and so you can push down yo…”

“And my number is closer to, like, it's like four 5500 and that's based on, like, you know, all the research we do on, like, data centers and, like, tracking each individual data center in the supply chains, right?”

“This time it feels like it is an obvious supercharge for the incumbents, for the hyperscalers, for the large internet companies, but it also enables new business models that that is perhaps counter position against the existing, existing ones.”

“The people who are, you know, the big hyperscalers are firms that are dominated by founding shareholders who are putting their own money where their mouth is. These aren't professional managers Making bets on the future with other people's money. This is their…”

“Next year, supposedly, it's going to reach a trillion dollars collectively across the bay. [296] Raghu Raghuram: Hyperscamers this year, it's about 700 billion dollars, right?”