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Jed Ellerbrook — Sonic AI
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Jed Ellerbrook
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Jed Ellerbrook
Person · Geopolitics
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Cloud provider CoreWeave has recently announced new customer agreements with both Anthropic and Meta.
Expert perspective
Jed Ellerbrook
Apr 10
Waste management companies are able to consistently raise prices by 4% to 6% annually.
Expert perspective
Jed Ellerbrook
Apr 10
Jed Ellerbrook predicts that Amazon Web Services' revenue growth will accelerate to the high 20% range in the current quarter and reach the 30% range in subsequent quarters.
Expert perspective
Jed Ellerbrook
Apr 10
Anthropic announced it is purchasing 3.5 gigawatts worth of TPU chips from Broadcom.
Expert perspective
Jed Ellerbrook
Apr 10
Jed Ellerbrook of Argent Capital Management believes that the current demand for AI compute significantly exceeds supply, and this gap is widening.
Expert perspective
Jed Ellerbrook
Apr 10
Free cash flow estimates for Google, Meta, Microsoft, and Amazon have declined for the past four consecutive quarters due to rapidly increasing CapEx spending.
Expert perspective
Jed Ellerbrook
Apr 10
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