Ryan Vestelica

speaker

483 appearances 21 recordings 1 series first heard Nov 2025 last heard 28 Aug

Ryan Vestelica’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 7.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · OpenAI Drops Exclusivity Deal with Microsoft · 27 Apr 2026 podcast

And I think maybe people are hoping that we'll get a little bit more clarity on the situation then. voice-verified

Bloomberg Tech · Intel Delivers Strong AI-Fueled Outlook · 24 Apr 2026 podcast

Yeah, absolutely. voice-verified

So on Wednesday, we are getting results from Microsoft, Alphabet, Amazon, and Meta. voice-verified

That is basically the major four spenders on AI infrastructure. voice-verified

So that is going to be a critical day for us and the market overall as we get new reads on how much these companies are expecting to spend on AI in the coming year. voice-verified

As we get further insight into how much they're able to monetize their AI services, it's going to be a pretty pivotal day and week for the market. voice-verified

something like voice-verified

I think CapEx is going to continue to be the main focus for investors. voice-verified

I think there's a little bit more optimism surrounding the ROI that we're seeing. voice-verified

We have seen big tech in general come back in recent weeks. voice-verified

It seems like there is more optimism out there. voice-verified

But the spending question remains paramount because we've seen so much gains in particular in semiconductor stocks over the past couple of weeks with a record setting rally for the group. voice-verified

If there is any indication that companies are going to slow or pause or otherwise not keep boosting up their capbacks, there could be some pretty broad ramifications. voice-verified

No, I think it's going to be pretty interesting to see whether he indicates any kind of change in strategy. voice-verified

Obviously, Apple, compared to the other names in big tech, has not been nearly as aggressive with AI. voice-verified

It's not doing the big spending, but things have been going pretty smoothly there as far as getting pretty strong demand for the iPhone, for high-end phones in particular. voice-verified

So it does seem like steady as she goes, and if there's any change as far as the strategy goes, I think that's going to be something that people are going to be looking out for first and foremost. voice-verified

Bloomberg Tech · Dell Raises AI Server Sales Outlook While HP Cuts Jobs · 26 Nov 2025 podcast

Hey, good morning.

Thanks for having me.

So I would say that while there are a lot of differences between NVIDIA's chips and Alphabet's, Alphabet's are designed for one specific purpose, which is working with AI workloads in the cloud, which is really the dominant use case for a lot of the AI infrastructure that's being done right now.

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