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.

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recordings per month · last 12 months

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

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

So I think fundamentally things have actually gotten a lot better over the past week because all the hyperscalers came out and they posted great results.

Their ROI is actually improving.

Yes, they raised their CapEx, but I think they showed that this CapEx cycle can be sustained.

Mm-hmm.

So I think it's broadly positive for semis and hyperscalers and overall AI ecosystem.

So we we continue to see more upside in AI.

Yeah, so the dispersion that we were more focused on is really semis versus hyperscalers.

So essentially check writers versus check receivers.

And we have seen a huge outperformance in semis versus hyperscalers over the past two years.

Um and

That makes sense because hyperscalers they weren't showing that much monetization, but they were spending

hundreds of billions of dollars in capex and that's basically revenue for semis.

So we have seen a huge divergence between the two.

I think going forward

Our big call is that they're gonna start trading together.

Because I think now we're at a point where it's more about

the sustainability of this capex cycle and the RI, do does AI overall, this ecosystem overall, really make money going forward rather than the size of CapEx.

So we saw CapEx going up

And Sammy's not really reacting positively to that news in the beginning of this learning sheets.

And that's why we said this earnings season that RRI is going to matter a lot more than just the pure size of the return on investment.

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