Jed Ellerbrook

Person · Geopolitics

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Jed Ellerbrook, mentioned 6 times across podcast episodes and expert conversations analyzed by Sonic.

What Jed Ellerbrook has said

Anthropic announced it is purchasing 3.5 gigawatts worth of TPU chips from Broadcom.

bullish·Jed Ellerbrook

Free cash flow estimates for Google, Meta, Microsoft, and Amazon have declined for the past four consecutive quarters due to rapidly increasing CapEx spending.

bearish·Jed Ellerbrook

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.

bullish·Jed Ellerbrook

Anthropic announced it is purchasing 3.5 gigawatts worth of TPU chips from Broadcom.

Expert perspectiveJed EllerbrookApr 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 perspectiveJed EllerbrookApr 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 perspectiveJed EllerbrookApr 10

Cloud provider CoreWeave has recently announced new customer agreements with both Anthropic and Meta.

Expert perspectiveJed EllerbrookApr 10

Waste management companies are able to consistently raise prices by 4% to 6% annually.

Expert perspectiveJed EllerbrookApr 10

Jed Ellerbrook of Argent Capital Management believes that the current demand for AI compute significantly exceeds supply, and this gap is widening.

Expert perspectiveJed EllerbrookApr 10

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