bring your own capacity
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 30, 2026 by Tim Hade · said 3 times in 1 episodes since 2025 · across every show →
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2025 3 mentions in 1 episode
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Jul 30, 2026 bullish
Hade: Hyperscaler 'bring your own capacity' deals will surge within 48 months
“Definitely over the next like 36 to 48 months. My guess is bring your own capacity, right, which is sort of the umbrella term for everything I'm talking about is going to be a very, very, very quickly growing sector of this market, because when hyperscalers th…”