Tom Giles

speaker
30 appearances 6 recordings 1 series first heard Jul 2026 last heard 11 Aug

Tom Giles’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
4 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Jul 2026 with 4.

Appearances

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The concern is that should demand not materialize as quickly as hoped, that that could result in, you know, some something catastrophic for the industry.
So the more companies you have like Apollo and others, BlackRock, Blackstone, putting their necks on the line, the more that should give the market a bit of a sense of reassurance that they're kind of they're all in this together and
Nvidia's not alone.
The concern is that should demand not materialize as quickly as hoped, that that could result in, you know, something catastrophic for the industry.
So the more companies you have like Apollo and others, BlackRock, Blackstone, putting their necks on the line, the more that should give the market a bit of a sense of reassurance that they're kind of they're all in this together.
NVIDIA is not alone.
We thought they were spending a lot before, and this quarter they came out and said, hold my beer.
We're spending even more than we said.
These are unprecedented numbers, hundreds of billions of dollars.
They raised it to as much as $205 billion.
It really speaks to the urgency of obtaining the chips and the infrastructure, the data centers that are needed to fulfill their AI ambitions.
We thought they were spending a lot before, and this quarter they came out and said, hold my beer, we're spending even more than we said.
These are unprecedented numbers, hundreds of billions of dollars.
They raised it to as much as $205 billion.
It really speaks to the urgency of obtaining the chips and the infrastructure, the data centers that are needed to fulfill their AI ambitions.
The Bloomberg This Weekend Podcast.
News, politics, and the lighter side of Bloomberg.
The great wealth transfer includes $570 billion in classic cars.
I'm not in a position to be inheriting any classic cars.
You?
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