Joanne Feeney
speaker
259 appearances
6 recordings
2 series
first heard Nov 2025
last heard 8 Sep
Joanne Feeney’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 Sep 2026 with 1.
Appearances
But that doesn't
you know, mean that NVIDIA is doomed here.
By contrast, the market itself, we believe, is growing so quickly that all of these players, at least the ones that you know we like, Broadcom, NVIDIA, AMD, um, and and then the users like Amazon, Microsoft, Google, et cetera, uh, we think they're playing into a very quickly growing market.
We we see the revenues coming up at places like Anthropic and OpenAI, you know, at least the information we
we can get out of them, um, which suggests that i this AI infrastructure build and deployment of applications remains a really uh, you know, powerful growth opportunity for investors with a a long term horizon.
Yeah, so you know, what we're seeing there is a few different things.
One is obviously a very strong jobs report.
There was some softness in some areas of infotech job creation and real strength in other areas.
And that should be expected.
Right now we're seeing uh labor being drawn into data center construction.
Um there's always been the question of, you know, will AI ultimately, you know, reduce job opportunities in some places in the economy.
There are some
Some evidence of that, but there was an economist article out over the weekend that suggested that the, you know, AI space is is not leading to massive job destruction.
So right now, the AI data center build, the infrastructure build is creating a lot of job opportunities in a war in a country where labor is actually in short supply in that area.
So it's a tricky situation.
We've seen those fees on the
H one B visas, actually constraining applications, and that's actually the kind of labor we need more of in this country.
So we'll see how the industry deals with that labor shortage.
That could be a real concern for investors to be watching going forward.
You know, Riley, that's exactly the right area to point at, and that's where we may have real shortages.
Showing 21–40 of 259 · page 2 of 13
← Previous
Next →