About this episode
We map today’s selloff across AI data center stocks and Bitcoin miners, then trace how geopolitics and energy prices bleed into inflation pressure and risk appetite. We also quantify the AI buildout with hyperscaler CapEx, GPU hour economics, and the brutal capital needs behind the HPC pivot. • oil and geopolitics driving real world cost pressure • hyperscaler AI CapEx rising toward historic levels • Nvidia profit growth as a demand signal • big tech pullback despite ...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg