Stephanie Link

speaker

1,013 appearances 1 recordings 1 series first heard Jul 2026 last heard 6 Jul

Stephanie Link’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 Jul 2026 with 1.

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So you add all of this up.

And that's why we're growing better than expected.

And it's the big four technology companies.

They have more than just four.

But the big numbers.

We're going to have $800 billion being spent this year.

This year.

Yes.

which is up 75% from last year, on these companies like Amazon, Alphabet, Meta, Microsoft, those kind of big names.

They're the ones that are spending all of this money to build out AI.

But you need the infrastructure.

You need kind of like the picks and the shovels.

And you're right.

You need the people, and we don't have enough people.

Yes.

And it's so many different sectors.

So it's not just for the last couple of years, everyone was talking about mag seven, you know, the big the names I was just talking about.

And they were driving a lot of the growth.

Now it's spread to all these other industries.

And so you talk to some of these really, I don't want to be offensive, but like these boring industrial companies, they're seeing- Caterpillar.

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