By Yahoo Finance Video
Publication Date: 2026-04-27 15:12:00
00:00 Speaker A
Big tech companies are set to report this week. We got Amazon, Google, Meta, and Microsoft out on Wednesday. Woo. Followed by Apple on Thursday. Gil Luria, a DA Davidson head of technology research, joins me now for this earnings report brought to you by EY. Gil, wow, I hope you’ve been like in training. Um, as we all have been to get ready for Wednesday and all these numbers coming out. Um, your preview note looking ahead to this kind of frames it around a number of questions. And I want to sort of go through those cuz I I like the way that you’ve framed it.
00:41 Speaker A
Um, your question number one has to do with whether the we’ve seen the last three months of AI compute demand continued to accelerate. It certainly feels like we have because folks who are using these LLMs have at times gotten constrained about how much they’ve been able to use them because they seem to be running out of compute in some cases.
01:14 Gil Luria
