Episode 222: The AI Cap Ex Race
From The Chinchilla Picking Podcast by Brandon Beaver and David Underwood
February 2, 2026 · 58 min
About this episode
Dave and Brandon discuss the impact of big tech earnings and the artificial intelligence capital expenditure race.
Dave and Brandon cover big tech earnings and who is benefitting from the artificial intelligence capital expenditure race.
People in this episode
Hosts: Brandon Beaver, David Underwood
Topics covered
- big tech earnings
- artificial intelligence
- capital expenditure
- investing
- business
Keywords
- AI
- capital expenditure
- big tech
- earnings
- investing
Mentioned in this episode
Organizations: big tech, artificial intelligence
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