AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Data Centers, Crypto Miners, and Gamers Are All Battling for Semiconductors
Odd Lots
How Do You Grow Your Cloud Capacity?
Gpus has had to change its business strategy so that it can grow cloud capacity alongside customer demand. Gpus: "I literally, all you complain about every day not getting act of stuff, go back and buy the rest" It's not just chips, obviously. And we talk about this with lumber,. We talk about this with industrial commodities, this idea that you buy more when there's a sort of sense of scarcity.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode