big technology industry
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 7, 2025 by Ranjan Roy · across every show →
Everything said about big technology industry, oldest first
Feb 7, 2025 neutral
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.”