Big Technology Industry
topic on 1 show · 1 statements across 1 episodes
1 statements about Big Technology Industry, every show
Roy: Big Tech pushes AI capex because only incumbents can afford it
“The entire, like, big technology industry has a vested interest because if compute and capex are critical, then only they can win. So this is gonna be really interesting to watch play out. That as long as compute and capex are critical, they're the winners.”