Data Center Spend

topic on 1 show · 1 statements across 1 episodes

1 statements about Data Center Spend, every show

MORE OR LESS Assertion Contradicted

Dave Morin: Hyperscalers are moving all data center spend off-balance sheet

“Good timing as all of these hyperscalers are moving all of the data center spend off of their balance sheets.”

Dave Morin Oct 10, 2025 ▶ 16:19 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

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Data Center Spend

1 statements about Data Center Spend, every show

Turn any episode into a week of clips.