Matt Miller
speaker
2,275 appearances
66 recordings
6 series
first heard Oct 2024
last heard 10 Sep
Matt Miller’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 — 63 in all, peaking in Aug 2026 with 17.
Appearances
It's not guaranteeing the $3.8 billion in debt that you're referring to, but it's really a bet that they're going to be able to construct a data center, get power connected to that data center, and begin to sell AI services in the future.
We'll see if it works, but there's a lot of this kind of speculative financing going on to try to support what's a very fast build-out of these data centers.
So it'll be a fascinating deal to watch.
Yeah, just having NVIDIA on your client list, the name there is enough to get you pretty good credit.
Peter Elstrom, thanks very much for that.
Let's talk about one of the other chip makers that we're watching today, and that is Supermicro, the company facing growing investor concern after a string of self-inflicted setbacks.
Most recently, its co-founder was indicted on charges of circumventing U.S.
export restrictions to China.
For more on the stock, Bloomberg Tech...
equities reporter Ryan Vlastelica joins us.
And Ryan, it just looks like investors are leaving this company again in droves.
Yeah, absolutely.
Thank you for having me.
So absolutely.
Having the indictment of the co-founder, that's obviously a pretty big hurdle for any kind of investor.
But this comes after some other
major red flags at the company, notably some accounting issues over a couple of years.
This has something that people are extremely cautious about, even though the company is very well positioned in what is seen as a major growth market, which is AI servers.
We've seen the stock really fall participously over the past couple of years as people sort of assess what does this company's risk profile look like, what kind of governance issues are coming into play here.
All of that at the moment is really overshadowing a more positive fundamental growth story in terms of the market it's operating in.
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