Charles Payne

speaker

432 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Charles Payne’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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And here's the irony of the whole thing.

So we talked about the beginning.

And these GPU chips, and that's where it all was, training, training, training, training, training.

You know, going out, essentially acquiring all the information you can.

You need these robust GPUs from NVIDIA.

All of a sudden, now we're in the inference training.

I'm sorry, the acquiring of the information.

Now we're in the inference training part.

And the irony is that we're creating more data, more information.

And so it's a virtuous cycle.

And you'll have to...

Dig for that at some point and dig even that new information out and then, you know, have it massaged in the inference part, in the training part.

So it's sort of a virtual cycle.

I would think that at some point you'll hit a place where the growth, right?

So the growth rate will slow.

It'll still grow, but the rate of growth will slow.

And we'll get to a point where someone will start to say, okay, ouch, or I told you so.

So I'm focused on selling price, their average selling price.

Now, what they've done is they're locking in longer-term contracts, right?

And I just kind of talked about the inability to get Apple to pay a certain amount of money.

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