We are seeing a massive shortage of compute for AI: Oppenheimer & Co managing director
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Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $177,19 09 août 2026Actuel $177,19 07 août 2026Résultat +$0,00
YOU'VE GOT A BY ON SOME OF THESE NAMES, T-MOBILE, VERIZON, OUTPERFORM ONE.
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Entrée $47,06 09 août 2026Actuel $47,06 07 août 2026Résultat +$0,00
YOU'VE GOT A BY ON SOME OF THESE NAMES, T-MOBILE, VERIZON, OUTPERFORM ONE.
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Entrée $23,79 09 août 2026Actuel $23,79 07 août 2026Résultat +$0,00
WE DOWNGRADED AT&T A FEW MONTHS AGO BECAUSE THEIR -- THEY'RE MOST EXPOSED TO THE BROADBAND SIDE OF THINGS.
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Entrée $17,08 09 août 2026Actuel $17,08 07 août 2026Résultat +$0,00
I THINK IT'S A PHENOMENAL ENTRY POINT FOR TERRA -- TERAWULF.
Transcription Complète
SPEAKING OF SPACE X, THE STOCK IS DOWN. OFF OF THE LOWS OF THE DAY, CONVENTIONAL WISDOM SPENDING TOO MUCH MONEY. MY NEXT GUEST REITERATED HIS PERFORMANCE AFTER GOING THROUGH THE NUMBERS THIS MORNING, LET'S BRING IN TIM HORN. THANKS FOR COMING ON THE SHOW.. THESE ARE THE KEY POINTS. DIDN'T CHANGE YOUR TARGET, 250 IS YOUR TARGET THE NEXT 12 TO 18 MONTHS BUT THESE ARE THE KEY POINTS YOU SAW. >> THEY GET A LOT OF SUPPLY FROM NVIDIA. THEY MONETIZE IT VERY QUICKLY. THEY ARE TURNING INTO MUCH MORE AI INFRASTRUCTURE COMPANY, VAST MAJORITY OF THE REVENUE GOING FORWARD. CHARLES: WASN'T ALWAYS THE CASE WHEN THEY LAID OUT THE TOTAL ADDRESSABLE MARKET, THE AI PART OF IT, 26, 27 TRILLION, SOME CRAZY NUMBER LIKE THAT. >> THAT WAS THE NUMBER. CHARLES: DID YOU FEEL THIS WAS A STEP TOWARD THAT? THEY ARE MOVING IN THE RIGHT DIRECTION. >> SPENDING A LOT MORE ON ON, INVESTING A LOT MORE THAN WE EXPECTED. MASSIVE OPPORTUNITY FOR AI, WHOEVER HAS THE MOST COMPUTER WILL DOMINATE HERE. CHARLES: THE OTHER PART OF THE BUSINESS, STARLING STARTED TO SHOW, PROVIDING ALL THE REVENUE AND NET PROFITS, PRETTY AMBITIOUS, YOU'VE GOT A BY ON SOME OF THESE NAMES, T-MOBILE, VERIZON, OUTPERFORM ONE. ARE YOU THINKING ABOUT CHANGING YOUR RATINGS ON SOME OF THESE TRADITIONAL MOBILE PROVIDERS? >> WELL -- [AUDIO DIFFICULTY] TEN TIMES MORE SATELLITE, INITIALLY THAT'S FOR THE BYRD MARKET. SO WE'VE BEEN -- BROADBAND MARKET. WE DOWNGRADED AT&T A FEW MONTHS AGO BECAUSE THEIR -- THEY'RE MOST EXPOSED TO THE BROADBAND SIDE OF THINGS. HE DID SAY YESTERDAY HE'E'S GOIG TO GET INTO THE MOBILE MARKET. AND IF YOU GO TO A PLACE LIKE WE WENT YESTERDAY TO GIANTS-JETS STADIUM IN NEW JERSEY WITH VERIZON, THEY HAVE 10,000 ANTENNAS INSIDE THAT SAW STADIUM. IT'S GOING TO TAKE A VERY LONG TIME TO REPLICATE THE SAME TYPE OF EXPERIENCE THAT A MOBILE CARRIER HAWAII BUT THEY'RE GOING TO ENTER IT, AND IT'S GOING TO HAVE AN IMPACT. CHARLES: YEAH. AS -- [AUDIO DIFFICULTY] IT'S ONE OF THESE NAMES THAT SORT OF SEEMS LIKE IT'S PART OF A UNIQUE PATCH, IFIF YOU WILL. WALK US THROUGH THE INVESTMENT, THE VALUE PROPOSITION OF BEING IN DIGITAL INFRASTRUCTURE RIGHT NOW. >> WELL, ELON SAYS WE -- A YEAR DATA CENTERS. NOW WE'RE ADDING 15, TO. -- 20. WE ARE OUT OF SUPPLY OF THE NEXT 2-3 YEARS, SO THESE COMPANIES ARE ALL UNIQUELY POSITIONED IN DIFFERENT SEGMENTS OF THE MARKET. IT'S ABOUT CONNECTING DIFFERENT NETWORKS TOGETHER. THEY'RE INCREDIBLY -- A LOT OF UNIQUE ELECTRICAL POWER. THEY'RE SERVING THE GOOGLES AND THE ANTHROPICS OF THE WORLD. IT'S COME UNDER PRESSURE FOR VOLATILITY. WE HI IT'S A PHENOMENAL ENTRY POINT FOR TERRA -- TERAWULF. CHARLES: I REMEMBER EXTREE HIS FROM YEARS AND YEARS AGO. >> THEY'RE STARTING TO BRING THAT BACK IN NOW BECAUSE OF A.I., AND SO EXTREME HELPS OUT WITH THE NETWORKING FOR THEIR OWN DATA CENTERS INTERNALLY AND Wi-Fi CAMPUSES. THAT STOCK'S UNDER A LOT OF PRESSURE TODAY, BUT WE THINK THEY HAV
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