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Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann
On The Tape
Amazon's Mega Cap Earnings
Google Microsoft meta Amazon they all talked about spending plans except for Amazon. They're all going to be spending more money than before and that's all going towards NVIDIA there's really no other game in town right it has what like 90 percent of this market I was reading one note that even if it has 75 percent of the market the valuation still works because they're going to be making that much money. It's not just the semis that are working on this and it's also the mega cap themselves Amazon loves to talk about its own custom chip AI chip that it's developing so there could be competition on that front.
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