hyperscaler
also referred to as: hyperscalers
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 27, 2025 by Scott Wu · across every show →
Everything said about hyperscaler, oldest first
Aug 27, 2025 neutral
Wu: AI landscape is polarized toward becoming a hyperscaler or bust
“Like maybe one of my hot takes is like, I think for a lot of the big, of course there will be, you know, many medium sized outcomes in AI, but I think In this space, a little bit more so than previous ones, it's a little bit more polarized towards, like, you b…”
Nov 25, 2025 positive
DeWahl: Nuclear power must target premium buyers like the military and hyperscalers
“And so we believe, I believe that, you know, premium power is where you need to go with nuclear, and there's sort of like two, there's two places for that. One is what we're doing with Antares, which is go to the military, help them with mission critical need …”