Dominic (Dom) Rizzo

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610 appearances 1 recordings 1 series first heard Jun 2026 last heard 8 Jun

Dominic (Dom) Rizzo’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 Jun 2026 with 1.

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And why does NVIDIA trade at, you know, 17 times, 15 times, 14 times?

It doesn't really matter.

The market is debating, is the CapEx boom sustainable?

And then what percentage of that capex boom goes to memory?

What percentage goes to GPUs?

What percentage goes to CPUs?

What percentage goes to optics and networking?

And the area that has more confidence that you're going to take share in the capex boom, trade at higher multiples.

Right now that's optical and networking, but at different points it's been GPUs or CPUs or memory.

And then you have to balance that with

What's the game theory at the hyperscaler level?

And I think that's why this Google event of raising it, this is the third most profitable company in the world raising equity capital.

This is not some small cap.

This is the third most profitable company in the world raising equity capital.

I spent a lot of time with our fixed income team talking to this.

This is the benefit of a T-Row, right?

I have Mark Stott and our fixed income analyst is wonderful.

I do not think we're at a point yet where the debt markets have dried up.

I think what it says is the size, scale, and scope of the spend is bigger than people think.

And I don't know how much of it was wanting to get in front of pending IPOs.

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