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top four hyperscalers

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 24, 2024 by David Friedberg · across every show →

Everything said about top four hyperscalers, oldest first

May 24, 2024 neutral
Assertion Partly supported
Friedberg: $22B of Nvidia's $26B Q1 revenue came from data centers
“If you look at NVIDIA's revenue, they did twenty six billion dollars of total revenue in the quarter, twenty two billion of which was data center, and about 40% of that Was from the top four hyperscalers.”
David Friedberg May 24, 2024 ▶ 35:35 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
Apr 10, 2026 bullish
Assertion Open · timeframe Dec 2026
Sachs: Top four hyperscalers will spend $350B on capex this year
“Again, just the top four hyperscalers, three hundred and fifty billion dollars of expected capex this year on its way.”
David Sacks Apr 10, 2026 ▶ 57:19 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
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