AI Buildout
topic on 6 shows · 7 statements across 7 episodes
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7 statements about AI Buildout, every show
Operating Cash Flow Funds the Majority of Current AI Infrastructure Buildouts
“Even today, a majority of this is still being funded out of operating cashflow, which I think is really helpful.”
Baker: Hyperscalers could fund entire AI buildout from cash flow
“Operating cash flows go up, and you could fund this out of, most of this out of operating cash flows, maybe all of it. Like if it reprices at current rates, you could probably fund all of it for the next several years.”
Gelsinger: AI infrastructure buildout will last a couple of decades
“I am an optimist, you know, that we're in a couple of decade build out. Right. Not a couple of years, a couple of decades.”
Finn: Hardware bottlenecks and soaring memory costs will persist long-term
“My, kind of thesis, which I think is playing out in front of us right now is we're going to have hardware bottlenecks for a very long time now because the AI build out's happening. And so memory sky, I just bought a memory card for my Nintendo switch to cost m…”
O'Laughlin: AI build-out CapEx has massively passed the internet
“We've well massively passed the internet in terms of the absolute size of the build-out. It's not even close.”
George: Insurance Funding Signals Financial Stability for AI Infrastructure
“So maybe there's insurance companies that are kind of backdoor, you know, funding this build out, you know, that's a really good sign for the stability of the build out.”
Cahn: AI infrastructure build-out is mostly equity and cash funded
“I actually think that what's interesting about this AI build out is that for the most part, and let's put Oracle aside, which maybe has some debt, but for the most part, the AI build out today has been equity funded and cash funded.”