David Dube
@ddube.bsky.social
Interests in engineering and development. Often escape to the outdoors. Former PM and ASIC Engineer.
Sr. Manager Engineering @Cisco
📍Boulder, CO
Sr. Manager Engineering @Cisco
📍Boulder, CO
Goldman predicting significant drop in CapEx from the big hyperscaler starting in Q4 2025. Would seem valuations are untenable if true.
September 9, 2025 at 12:06 AM
Goldman predicting significant drop in CapEx from the big hyperscaler starting in Q4 2025. Would seem valuations are untenable if true.