Osung Kwon

speaker

269 appearances 1 recordings 1 series first heard Aug 2026 last heard 9 Aug

Osung Kwon’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

newest first · ▶ plays the moment

WSJ's Take On the Week · How AI Spending Is Fueling the Economy Overall · 9 Aug 2026 podcast

And they're at a point where they're starting to plug in just GPUs.

The first phase was building data centers, the shell.

Yeah.

And now they're starting to plug in the GPUs which they could monetize right away.

So I think we're talking about potential acceleration in revenue.

Okay.

And yes, CapEx is probably going to go higher in twenty twenty seven, but that's going to be funded mostly with operating cash flow.

And I think the market's going to be okay with that.

Thank you.

Showing 261–269 of 269 · page 14 of 14