Josh Gilbert

speaker

337 appearances 3 recordings 1 series first heard Apr 2026 last heard 27 Jul

Josh Gilbert’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.

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FEAR & GREED | Business News · Q+A: Big Tech's AI spending is about to be tested · 27 Jul 2026 podcast

They've got $500 billion in backlog of,

you know, customers already contracted.

So they're not spending and hoping customers arrive.

They're ultimately catching up to those that are basically already there, kicking the door down, asking them to, you know, give us this sort of AI, you know, growth that we're ultimately looking for.

And I think it's two sides.

We also had Intel earnings last week as well.

And they're one of the beneficiaries of this build out.

They just posted its fastest revenue growth in 15 years, says it can't make chips fast enough.

So Alphabet cannot build data centers fast enough.

You know, we're talking about, you know, memory supply and how tight that is.

So every layer of the sort of supply chain is reporting that demand is ahead of supply.

And I think that ultimately, that's why we're seeing this spend come through.

And we're also seeing AI moves through so many different stages.

Now we're in this stage of the thinking to the doing.

Right.

And we're moving into this.

know part of the world now where it's a different mix of chips and far more capacity so they're spending on every single part of of the supply chain and that's why the build out is costing so much

Yeah, absolutely.

And that's the biggest challenge for a lot of these companies.

And probably one of the reasons that we've seen software names come under such big pressure over the last sort of 18 months, right?

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