The AI boom is colliding with the limits of the physical world, creating opportunities well beyond chips and data centers, according to Parnassus Investments CIO Todd Ahlsten. He joins Bloomberg to discuss why the historic surge in AI infrastructure spending is entering a riskier phase, where he sees longer-term opportunities, and why traditional software companies including Salesforce, Workday and ServiceNow could face pressure as AI changes the economics of seat-based software. He joins Ed Ludlow on “Bloomberg Tech.”
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@DrEdwardMercer
August 17, 2026 at 5:00 pm
I used my ICAM background to connect the dots no one else dared to connect concerning AI (following the July 2026 OpenAI/HuggingFace incident) and it seems no humans or AI want the news to spread.
@Johnson-i5l1z
August 17, 2026 at 9:25 pm
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