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Results for "hyperscaler capex"

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6 results

Episodes

  • Tech Brew Ride Home
    Intelligent Report

    Earnings Overload

    Tech Brew Ride Home· Apr 30, 2026

    Big Tech earnings split Wall Street: Alphabet soared on cloud growth while Meta tanked after hiking CapEx to $145B, plus SoftBank's AI robotics IPO plans and Anthropic eyes a $900B valuation.

    Meta PlatformsAlphabetGoogle CloudMicrosoft AzureAmazon Web Services
    openaianthropic
  • Squawk on the Street
    Intelligent Report

    11AM Hour: Mattel & Kraft Heinz CEOs on Earnings, SpaceX Shares Tumble & AI Hacks Intensify 8/5/26

    Squawk on the Street· Aug 5, 2026

    AMD tumbles despite record revenue, SpaceX capex spooks investors, Eli Lilly smashes estimates, and CEOs of Mattel and Kraft Heinz discuss turnaround strategies amid a cautious consumer backdrop.

    AMDNvidiaSpaceXxAIElon Musk
    openaianthropicinvesting
  • The a16z Show
    StandardSummaries only

    The Infrastructure Behind the Machine Age

    The a16z Show· Aug 28, 2026

    Ben Horowitz, Martin Casado, Raghu Raghuram, and Erik Torenberg discuss the launch of a16z's new Machine Age Fund and the infrastructure buildout behind AI, from chips, memory, and networking to power, cooling, and data …

    ai
  • Squawk on the Street
    Intelligent Report

    10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26

    Squawk on the Street· Aug 14, 2026

    Markets at all-time highs, but Lee Cooperman sees euphoria warning signs; plus OpenAI's C-suite exodus, memory stock surge, Disney CEO at D23, and space insurance as the next frontier.

    Leon CoopermanAdam ParkerTrivariate ResearchLee CoopermanOmega Family Office
    openaiinvesting
  • Squawk on the Street
    Intelligent Report

    11AM Hour: Dan Niles on Tech Earnings, Looking Ahead to the Fed & AI's Circular Funding 7/27/26

    Squawk on the Street· Jul 27, 2026

    Hyperscaler earnings, a Fed meeting, AI cyber threats, China's CXMT IPO surge, and OpenAI's $250B Nvidia data center deal dominate a whipsaw week for markets.

    Eric Von NostrandLazard Asset ManagementDan NilesNiles Investment ManagementGregory Allen
    openaiinvesting
  • All-In with Chamath, Jason, Sacks & Friedberg
    Intelligent Report

    OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

    All-In with Chamath, Jason, Sacks & Friedberg· May 1, 2026

    OpenAI misses user and revenue targets, $725B in hyperscaler CapEx shocks markets, Musk vs. Altman trial heats up with Brockman's diary bombshell, and AI agents delete production databases.

    OpenAIAnthropicGoogleMicrosoftAmazon
    openaianthropic