Patrick McGoldrick
speaker
252 appearances
1 recordings
1 series
first heard Dec 2025
last heard 18 Dec
Patrick McGoldrick’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
You can only get your hands on key equipment so quickly.
So it's always slow.
And therefore, that gives investors some visibility to how long the cycle might last.
I think this anxiety is going to continue, and for good reason.
There's uncertainty about how quickly these AI applications will be put into practice to generate profits, to keep that demand going for those new data centers.
But when you look at the investments taking place by the big guys, by the mega companies like Microsoft, Google, Amazon, what you see are companies with just immense free cash flow.
Just take a look at their numbers.
Amazon reportedly a $10 billion investment in OpenAI in exchange for OpenAI using its Tranium chips.
Amazon's free cash flow this year and next year is well over $10 billion, right?
They have plenty of money.
And you look at the others that have even larger investments.
of free cash flow, making investments in open AI and elsewhere.
So I think some of the concern is a little bit misplaced.
But you look at Accenture this morning, which we've owned for clients for a long time.
They are talking about how difficult it is to get their data and their systems and their processes in place so that they can help customers.
What they're also saying is that customers want and need their help.
So there's definitely an effort out there to roll out AI applications.
And we're going to see that happen.
The question that makes people nervous is how quickly will it happen?
Will there be enough profits for the users of AI who are paying this money for access to these models?
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