hyperscaler

“When you think about what these hyperscalers are going to do, they're not going to spend a billion, they're not going to spend ten billion, they'll spend a hundred billion dollars, right, in order to be in this race.”

“Their incremental share of revenue went down and that was nothing but good for NVIDIA because they now have kind of a more fragmented base of buyers who have less power over them.”

“I think it's going to hold up. I mean, look, I just think that this investment in, in CapEx and the data center build outs is so strategic right now. I mean, I think that the hyperscalers, it's only good for their businesses, but I think they see it as so stra…”

“The investments they're making in people are actually rounding errors compared to the investments they're making in infrastructure”

“If instead you'd have gone in and said look, great. We, we're going to be good citizens. We're going to be big taxpayers here. Let's build more schools. We can build a school for you. It's a rounding error in the cost of this facility. We're going to make a bu…”

“CapEx for this year that's expected just from the four leading hyperscalers is six hundred billion dollars just from four companies. That's a roughly two percent tailwind to GDP growth right there.”

“The hyperscalers control 60% of all the compute.”

“These companies will now get levered. They're going to get highly sophisticated around the financial engineering. They'll have more debt. They'll have all kinds of different vehicles and term loans and revolvers and all of this stuff. And so they're going to l…”

“Who will this hurt? It will hurt Anthropic and OpenAI the most. Who will this benefit? It will benefit the hyperscalers, specifically Oracle, Amazon, Meta, Microsoft, and Google.”

“And my view is that it's real that I think there will be a return on all of this capex. I don't try to predict stocks or tell people when they should be buyers, but you look at the hyperscalers, they have invested pretty much all of their free cashflow. And th…”

“One of the hyperscalers told me they just did a nine figure Double Lindy reverse, where they went from doing a frontier model on 100 billion dollars in infrastructure, and they're like, bing, it's gonna be open source, not frontier.”