Jozef Soja
@JozefARK
Research Analyst @ARKInvest focusing on AI, cloud computing, and SaaS. Disclosure:
Joined February 2023
128 Following 2K Followers
Capex from the major hyperscalers continues to grow, but so does their revenue backlogs as demand outpaces supply. Read our thoughts on last week's earnings and the implications for AI:
