Big Tech hyperscalers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 17, 2025 by Gil Luria · across every show →
Everything said about Big Tech hyperscalers, oldest first
Nov 17, 2025 bearish
Luria: Claiming Five-Year-Old AI Chips Still Function Is Accounting Sleight of Hand
“Saying I have a five-year-old chip that works just fine doesn't mean that it can generate the same revenue that it did five years ago, which is the accounting question. So that's sleight of hand by these companies to tell you that the chip still works. If it's…”