David Gurra
speaker
2,056 appearances
266 recordings
8 series
first heard May 2025
last heard 5 Jun
David Gurra’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 265 in all, peaking in Feb 2026 with 132.
Appearances
Reprieve, remember, also consumer confidence from a macro perspective coming in better than anticipated.
Looking at Bitcoin, though, just nothing better than anticipated with this particular asset.
We're currently at 63,993.
The pressure's still there, Ed.
But what have you got?
Let's get to our top story.
Shares of AMD pushing higher.
Meta flat had been slightly softer.
At one point in the session, AMD was up about 9% and on track for its best day since November.
This is a six gigawatt deal.
Meta has agreed to buy AMD chips and data center supplies in a deal worth double digit billions per gigawatt.
This is the social media giant looks to prioritize.
It's AI ambitions here to break it down.
Bloomberg's Ian King on the chip side, Riley Griffin on the meta side around the table.
Ian, I'm going to start with you.
The basics of the deal, six gigawatts over time, AMD accelerators, but also other gear.
It's a big deal for them.
Riley, this is all about metacompute.
Talk us through just how large the scale is for demand for this sort of infrastructure right now.
The warrants part is very interesting.
Showing 1221–1240 of 2,056 · page 62 of 103
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