Ron Westfall
Vice President and Practice Leader at HyperFRAME Research focusing on infrastructure and networking; provides expert analysis on data center capacity, chips, and cloud provider strategies in the episode.
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11 snips
Apr 29, 2026 • 24min
Big Tech Special: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
Ron Westfall, HyperFRAME infrastructure and networking VP with data center expertise. Ed Ludlow, Bloomberg Tech co-host and tech reporter. They dig into Meta’s higher CapEx and investor jitters. They cover Microsoft’s Azure growth and AI guidance, Amazon’s heavy data-center spend, and Alphabet’s cloud momentum and Gemini adoption. Fast-paced breakdown of big tech moves and cloud competition.
Apr 29, 2026 • 23min
Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings
Matt Day, Bloomberg tech reporter on Amazon and cloud spending. Ron Westfall, HyperFRAME research lead on data center capacity and chipsets. Ed Ludlow, Bloomberg Tech cohost analyzing big tech earnings. Anurag Rana, Bloomberg Intelligence analyst on cloud trends. They discuss AI-driven data center buildouts, who is spending on cloud and why, shifting free cash flow from capex, and how cloud growth is reshaping competition.
