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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.
Appearances
NVIDIA's networking revenue, which is basically the layer of everything that goes into an AI factory, for example, they're looking to become the full stack infrastructure layer of AI.
So it's not just about chips.
It's about networking revenue.
It's about, you know, you talk about SpaceX, right?
They're looking to take data centers into space.
So there's so much where companies are trying to figure out bottlenecks at the moment.
There's huge opportunity here.
And I think that, like I say, it is broadening, but NVIDIA still leads the AI trade.
Okay, you mentioned SpaceX.
Yeah, look, I think SpaceX is a very interesting one, to say the least, right?
It's part space company.
It's part AI business.
So...
I think there's a lot to it.
And I think whether you're bullish on the AI story, interested in the space, the Starlink opportunity, we're going to see attention across all sides of the market.
The question mark obviously is overvaluation.
I think in the prospectus that we saw looking towards $2 trillion on $18 billion of revenue in 2025.
So although this is a generational business, I think that even though you're generating $18 billion in revenue, you're losing $5 billion in
It's hard to justify.
And I think that's the biggest question mark that we have really internally is you are investing into this business for that future growth.
Showing 161–180 of 337 · page 9 of 17
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