Spencer Soper
speaker
84 appearances
5 recordings
2 series
first heard Sep 2025
last heard 10 Aug
Spencer Soper’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 — 4 in all, peaking in Aug 2026 with 1.
Appearances
Yeah, exactly.
They've been spending a lot on data centers, and this is more fuel for that.
They're coming in a little lighter than some of their competitors in terms of the amount they're looking to raise at $12 billion.
Others have raised $30 billion, $25 billion when we look at Oracle and Google and Meta.
So they're coming in a little bit light, but that also might just be an indication that they have more cash flow available.
to keep these investments going on a running basis.
And they're looking at 150 billion in 2026 on CapEx.
Yeah, it's going into all of the above and they can't build them fast enough.
And a big consideration is still power.
You know, it's still once they build these facilities, will they have the sufficient energy to power them?
So, yes, it is a race and they just want to make sure that they have the capital available to take care, take advantage of any opportunities as they come.
Yeah, of course, you know, Amazon recently laid off, you know, more than 10,000 workers.
And yes, but you're just going to see them constantly recalibrating.
It's such a vast business and they have so many, you know, operating lines and some are getting more efficient because of AI and they're letting people go.
But then they're going to keep investing and hiring in the artificial intelligence race to make sure that they're keeping up with their peers.
Yeah, that's a very interesting report.
And it also just highlights how even Bezos has to diversify in the AI race, you know, because when these kind of technologies emerge, there's always a question of, you know, you have these big established companies that can throw a lot of money at it, but they also have all of these encumbrances in terms of their existing operations.
And is it better to have a pure play startup looking at artificial intelligence exclusively to plow ahead?
And so it is interesting to see him going solo with a new artificial intelligence startup.
People will be refunded automatically if it was found they were affected by this case.
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