Welcome to the latest edition of our Arbor Data Science Podcast. I am Kristen Radosh with Arbor Research & Trading. I am joined by Petr Pinkhasov, a frequent contributor to Arbor Data Science. Today, Petr discusses the surge in AI Capex spending for hyperscalers.
Timestamps:
0:00 Introduction
0:20 “Bubble” Build Out
2:25 Possible Bottlenecks
4:32 Risk Of Overbuild
7:11 Peak Earnings
9:32 What Should We Be Watching For Next?
11:25 Wrap-Up
Watch the video below:
Mentioned Charts:
