Sign up to save your podcasts
Or
Share Hyperscalers Plow Ahead
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Hyperscalers Plow Ahead
On Friday both the Wall Street Journal and the Financial Times ran stories about planned capex on data centers by the big US tech companies. The DeepSeek news of two weeks ago hasn’t resulted in any discernible change. The case for increased power generation remains intact. On Wednesday Williams Companies will report their quarterly earnings. […]
View all episodes
By SL Advisors, LLC
5
33 ratings
On Friday both the Wall Street Journal and the Financial Times ran stories about planned capex on data centers by the big US tech companies. The DeepSeek news of two weeks ago hasn’t resulted in any discernible change. The case for increased power generation remains intact. On Wednesday Williams Companies will report their quarterly earnings. […]
More shows like SL Advisors Talks Markets
View all
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
3,347 Listeners
The Compound and Friends
2,145 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,254 Listeners
The Tucker Carlson Show
16,982 Listeners