Kim Forrest

speaker

171 appearances 11 recordings 2 series first heard Nov 2025 last heard 16 Aug

Kim Forrest’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 — 11 in all, peaking in Jul 2026 with 5.

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Bloomberg News Now · AI Fears Grip Stocks, Barclays Beats Estimates, More · 28 Jul 2026 podcast

How much are these companies spending and will they ever get it back, right?

Is the business model sufficient to drive revenues and earnings higher?

And probably at this point, we're thinking more about margins and earnings in the future, right?

We don't really care about what's happening today.

How much are these companies spending and will they ever get it back?

Is the business model sufficient to drive revenues and earnings higher?

And probably at this point, we're thinking more about margins and earnings in the future.

We don't really care about what's happening today.

Are we really going to need all of the data centers that people seem to think?

And that would be, yes, the hyperscalers.

So I'm not convinced that the great build out is going to be all that great.

I think it's going to be good, but we're not going to cover the world in data centers.

Are we really going to need all of the data centers that people seem to think?

And that would be, yes, the hyperscalers.

So I'm not convinced that the great build out is going to be all that great.

I think it's going to be good, but we're not going to cover the world in data centers.

Are we really going to need all of the data centers that people seem to think?

And that would be, yes, the hyperscalers.

So I'm not convinced that the great build out is going to be all that great.

I think it's going to be good, but we're not going to cover the world in data centers.

Showing 21–40 of 171 · page 2 of 9

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