Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’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 — 21 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Nvidia Earnings In Focus; SpaceX Eyes Historic IPO · 20 May 2026 podcast

Maybe even $500 billion in the U.S. voice-verified

Now they have begun to make some of those investments, but they've gone very, very slowly. voice-verified

And in the meantime, OpenAI has struck some other deals under the Stargate uh name. voice-verified

They've cut some deals with other data center operators. voice-verified

So Masayoshi-sun, who's sort of viewed himself as like an equal partner, who's going to be able to play a very key role at this company, is not getting the kind of stature and the attention that he voice-verified

would like. voice-verified

He doesn't have a seat on the board, he doesn't even have an advisor seat on the board like many of the other companies there, but there are concerns inside SoftBank and outside Soft Bank about how this relationship is going so far. voice-verified

Bloomberg Tech · Nvidia Earnings This Week; Biggest Power Deal in History · 18 May 2026 podcast

Yeah, these are very tense times in South Korea. voice-verified

Make no mistake about it. voice-verified

Samsung is squaring off against its union. voice-verified

The union has said it may go on strike as soon as Thursday for 18 days. voice-verified

That's a big deal for the company because, as you say, they're in the middle of this boom in memory chip prices, which has been great for their profits. voice-verified

They made a ton of money because of that. voice-verified

The whole AI industry needs more of the memory, both from Samsung and from SK Hynix at this point. voice-verified

But this labor disruption threatens to throw a wrench into that whole dynamic. voice-verified

And just to set the scene, it is quite unusual for Samsung to have this kind of conflict with their union. voice-verified

For decades, they never had any conflict at all. voice-verified

And then just a couple years ago, they had a small strike, but it wasn't that serious. voice-verified

So this is unusual for them to come this far. voice-verified

As you say, they've agreed to go back to the table after setting this possible strike date. voice-verified

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