David Kennedy
speaker
39 appearances
6 recordings
1 series
first heard May 2026
last heard 29 May
David Kennedy’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 — 6 in all, peaking in May 2026 with 6.
Appearances
I'm not in a position to be inheriting any classic cars.
You?
He still has not paid me for it.
Coming for you, Joey.
The Bloomberg This Weekend Podcast.
I think it's a tremendous start to the quarter, obviously, in the year ahead.
88% revenue growth, 214% EPS growth and record cash flows built on real, durable and accelerating globally the amount of infrastructure that's needed out there.
It's a tremendous start to the quarter, obviously, in the year ahead.
88% revenue growth.
you know, 214% EPS growth and record cash flows, you know, built on real, durable and accelerating globally the amount of infrastructure that's needed out there.
If you look at this, you know, really production at scale, all of those things have given us confidence, as you say, to add to that full year guide.
It's always a mistake to get out ahead of the president.
So it is all going to be the president's decision.
I think that we can see that the president very clearly stated out, stated his three, the open the strait,
Highly enriched uranium, no nuclear program.
Are those three aspects that you just outlined part of the temporary deal that has been agreed?
But if there can be no deal without those, why would there be a deal without those?
Obviously, we've taken up our AI storage guide, our server guide to $60 billion, and storage will grow every single quarter to go to the year.
So it's more prevalent across our products, across our verticals, across our customer base.
It's a really more broad base and AI demand, if you like, beyond the GPU in terms of the opportunities ahead.
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