hyperscaler
also referred to as: hyperscalers
4 statements across 3 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement May 9, 2024 by Sarah Guo · across every show →
Everything said about hyperscaler, oldest first
May 9, 2024 bullish
May 9, 2024 neutral
Elad Gil predicts only hyperscalers will afford subsidizing long-term frontier models
“And so one could argue that in the long run, that's where those types of models should go is the inference platforms probably provide things that are more in that range. And then the hyperscalers and their partners, you know, a handful of them will be at the f…”
Feb 26, 2026 bullish
Jun 18, 2026 positive
Tan: Chip startups should target hyperscalers on day one, even granting warrants
“The next thing is look at, it's very important from day one, you'd have to target the first customer. And usually I like the customer is hyperscale. They have the scale. If they like what you have, they're willing to pay millions of dollars next few years. And…”