chips
4 statements across 4 episodes · 0 bullish · 1 bearish · 4 people on the record · first statement Nov 10, 2025 by Ranjan Roy · across every show →
Everything said about chips, oldest first
Nov 10, 2025 negative
Mar 18, 2026 neutral
Sorkin: Data centers differ from railroads because chips require continuous upgrades
“The one other thing about data centers, which is a little bit more nerve-wracking, is it's not like putting, you know, people compare it to putting fiber in the ground or building the railroads. You put the tracks down. Because once you build a data center, yo…”
May 15, 2026 neutral
Dolen: AI infrastructure deployment is constrained by chips, labor, and copper
“You have commitments to spend money, but the actual ability to benefit from the spend of money, and even the ability to deploy it, those are Severely limited by actual supplies of chips and workers to build the buildings themselves. And of course, even the tel…”