power constraints
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 4, 2025 by Shanu Matthew · across every show →
Everything said about power constraints, oldest first
Dec 4, 2025 negative
Matthew: Hyperscalers hype power constraints to induce third-party infrastructure overbuilding
“So if you think about that from a power standpoint, my incentive in that scenario would be to talk up power constraints, right? Saying that there's not nearly enough of it. We need to build so much. Like this is the greatest cycle because that will incent spec…”