Tim Stenovec
speaker
1,732 appearances
25 recordings
2 series
first heard Aug 2025
last heard 30 Mar
Tim Stenovec’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 — 24 in all, peaking in Jan 2026 with 10.
Appearances
Well, it makes me think of the incredible and enviable margins that NVIDIA has in its data center business.
And I'm wondering, okay, well, even if NVIDIA still becomes and remains the clear market leader, does it put margin pressure on the company?
Does the company have to come out and say, okay, well, we're not going to charge as much for these GPUs because they're potentially, at least for some customers, there may be another option out there.
Does it put margin pressure on them?
Okay, so in terms of not being concerned in the near term, that makes sense.
What about the other side of the coin, which is the opportunity that it presents for Alphabet?
Can they ramp up production of these?
Can they actually get these to customers quickly who may want them?
Angelo, if we were having a conversation last week, we'd probably be talking about, we'd probably started the conversation with equity valuations.
And I'm just wondering how you're looking at valuations right now where there's been some talk about, okay, things are looking a little bit bubbly right now.
Hey, just 20 seconds, Angelo, before we let you go.
We just had an interesting conversation with Alistair Marsh about data centers and what could happen in the United States to the electric grid and China actually taking a lead as a result of infrastructure issues here.
Just very briefly, how could that rein in data center growth and development here in the U.S.
if that were and is some sort of boundary or barrier?
Zeno, Senior Equity Analyst at CFRA Research.
Happy Thanksgiving.
Thanks so much for joining us.
Well, McKinsey cut about 200 global tech jobs in the past week as the consulting firm joins rivals in using AI to automate some positions.
And sources say the company is closely assessing what tasks can be carried out by AI and isn't ruling out additional reductions across different functions over the next two years.
This is a ramps up use of the tech.
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