AI demand continues to outstrip available computing capacity, and Morgan Stanley sees little risk of oversupply anytime soon. US thematic research strategist Michelle Weaver joins Bloomberg to discuss growing evidence of returns from corporate AI adoption, why labor and power remain critical constraints on the data center buildout, and why she expects companies to ultimately use a mix of open and closed AI models. She joins Ed Ludlow on “Bloomberg Tech.”
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@TomorrowsDan
August 12, 2026 at 3:34 pm
Less than 11% is the number actually zero? It’s zero percent right?
@TomorrowsDan
August 12, 2026 at 3:37 pm
This woman knows nothing about technology
@TomorrowsDan
August 12, 2026 at 3:42 pm
I don’t even think I should like this because this was awful spin. That said you cannot spin this. Even if ROI was in fact positive you’re lying to yourselves if you think open weights won’t keep prices low and falling. No one wants to pay more for rice or iron the issue that actually means a damn is the production of energy. We’ve completely put the cart before the horse and everyone’s too arrogant to admit that they’ve done something obviously foolish especially when many were trying to do the right thing to start.
@ausmiku
August 12, 2026 at 6:55 pm
AI is the biggest scam in history. Do your research. Ai has no autonomy or self volition. AI can’t verify itself. It has no logic or deduction capability, it can’t “do” maths, it’s not trusted in law or medicine, and it can hallucinate. AI added glue to a pizza recipe, it said people should eat rocks for minerals and vitamins, it didn’t know how many letters “r” were in “strawberry”. LOL. The fanboys and influencers are being played by the fraudulent AI companies.
@BIG4Investor
August 12, 2026 at 8:50 pm
Same dumb questions day after day after day. The AI infrastructure build out will continue for many years. Start thinking about more interesting questions.
@RequiemMask31
August 12, 2026 at 8:56 pm
AI is trash. It will never be the fairytale we are being sold and soon the world will wake up. AI is the new 3DTV.
@HA-vh3ti
August 12, 2026 at 9:00 pm
I wonder, how Inflation concern is not in list of bottleneck, or is it so regulating circular financing is not on the card, so dont bother how AI is fueling the inflationary concerns.