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AI Spending Is Still Justified, Says Lazard

Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from training to inference is driving the next phase of growth.…

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Microsoft and Amazon’s latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from training to inference is driving the next phase of growth. She joins Ed Ludlow on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @stephenalonso-u7n

    August 4, 2026 at 3:22 pm

    If Exovim keeps building like this, it could have a huge launch.

  2. @ivorbhojwani

    August 4, 2026 at 3:22 pm

    I’ve stopped buying every dip on the big coins, good presales have treated me much better, and Exovim is the one I’m watching.

  3. @maureenkozlowski-b7c

    August 4, 2026 at 3:25 pm

    Glad I found Exovim early instead of chasing it later.

  4. @mMorPG13

    August 4, 2026 at 4:34 pm

    BULLSHIT !! TSMC has no visibility on demand. TSMC got fk on fake demand during 2020-2021 orders piling up which then got cancelled.

  5. @linkbrockman1010

    August 4, 2026 at 7:14 pm

    Yah ..where..what companies are making money from ai…have her name one …the small amount of companies even using ai that’s even available are not seeing a return on investment or efficiency gains that are even measurable….they may be better for some but Ai only offers small task automation or efficiency to majority of companies by percentage……..do you see it when you go anywhere…no…..the hyperscalers main customers are llms which lose billions….rest is cloud storage and streaming….those companies also cheat by counting stock gains from companies they do deals with as income…..

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The Rundown: Unitree Robotics IPO in Asia, Meta’s Court Case

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SpaceX to Build Starship Launch Site in Louisiana, Governor Says

SpaceX plans to build a new launch site for its Starship rocket on the southern coast of Louisiana, Gov. Jeff Landry announced Tuesday, allowing the company to expand operations across roughly 125,000 acres of coastal area. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology”…

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SpaceX plans to build a new launch site for its Starship rocket on the southern coast of Louisiana, Gov. Jeff Landry announced Tuesday, allowing the company to expand operations across roughly 125,000 acres of coastal area.
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Securing AI as OpenAI, Anthropic Models Advance

AI safety startup Alice has raised $140 million to expand its work stress-testing advanced models and helping companies protect against emerging risks. CEO Noam Schwartz explains how threats once carried out by individuals are increasingly amplified by AI, why recent incidents involving frontier models from OpenAI and Anthropic have sharpened attention on the issue, and…

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AI safety startup Alice has raised $140 million to expand its work stress-testing advanced models and helping companies protect against emerging risks. CEO Noam Schwartz explains how threats once carried out by individuals are increasingly amplified by AI, why recent incidents involving frontier models from OpenAI and Anthropic have sharpened attention on the issue, and how the company works with AI labs and enterprises to identify vulnerabilities before they can cause real-world harm. He joins Ed Ludlow on “Bloomberg Tech.”
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