Dom Rizzo
speaker
104 appearances
1 recordings
1 series
first heard Nov 2024
last heard Nov 2024
Dom Rizzo’s voice in public audio — every appearance, attributed to the second.
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Appearances
Well, number one, a lot of the 1999 and 2000 fiber build out was built with debt.
Right.
Build it and they will come.
On the other hand, today, this is funded by the cash flows of the most profitable companies in history.
Right.
So very different setup just from a capital markets perspective.
Well, NVIDIA's earnings is always a blockbuster event to keep the 90s analogies going, right?
But...
I don't know if we've seen the stock move too much into the print to see how it will react.
But we just saw what Jensen said a few weeks ago, that Blackwell demand is absolutely insane right now.
Yes.
The signature new product, right?
And that doesn't surprise me because the benefits of investing in the new chips are just so beneficial when you compare it to the old chips in terms of training the next new model, right?
And there's training spend and there's inference spend.
And the training spend is what really requires the most leading edge, bleeding edge technology.
So we'll see what ends up happening on the print.
But if you take a 18 to 24 month view, which is what I try to do in my strategy, I don't see this AI capex spend slowing.
Well, actually, mathematically, it has to slow.
I don't think it stops anytime soon.
You can't spend at these growth rates forever.
Showing 41–60 of 104 · page 3 of 6
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