Brennan: Center stage for us is the AI build out, no question
CNBC Televisionยท2025-09-04 11:27
So, Bill, congrats on the quarter. Um, it seems like a big tailwind for your company would be the increases in capex spending for the hyperscalers and in general just the sense of the AI buildout. Were there any other tailwinds that investors may not be aware of.>> No, I think uh center stage for us is the AI buildout. No question. I think if you track our company's performance, it tracks really well with two or three years ago when we first all started hearing about um AI clusters.And u you know I think fr ...