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GPU supply chain vulnerability (Nvidia, Broadcom, Quanta, Hon Hai)

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Episodes

Better Offline · Jul 24, 2026

Monologue: What The Hell Are The Hyperscalers Doing?

Hyperscaler AI CapEx spending and ROI analysis Google Cloud revenue attribution to Anthropic Microsoft Azure dependency on OpenAI revenue Subprime data center crisis risk Data center SPV financing and private credit exposure