data center spend

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 10, 2025 by Dave Morin · across every show →

Everything said about data center spend, oldest first

Oct 10, 2025 bearish

Assertion Contradicted

Dave Morin: Hyperscalers are moving all data center spend off-balance sheet

“Good timing as all of these hyperscalers are moving all of the data center spend off of their balance sheets.”

Dave Morin Oct 10, 2025 ▶ 16:19 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast

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data center spend

Everything said about data center spend, oldest first

Turn any episode into a week of clips.