Bloomberg Technology
Why AI Makes Memory Demand Less Cyclical
Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
Bloomberg Technology
Microsoft’s Data Center Plans Face Big Costs
Microsoft plans to more than triple its data center capacity to help overcome a computing shortage that has forced it to turn away some AI and cloud business. Bloomberg’s Brody Ford joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg…
Bloomberg Technology
Balancing AI Risks With the Race to Stay Ahead of China
As debate intensifies over the risks of advanced AI and the rapid expansion of data centers, Eclipse CEO Lior Susan venture argues the industry needs collaboration rather than a retreat to avoid ceding the US’s technological lead over China. He also says the tech industry needs to do a better job explaining the benefits of…
Bloomberg Technology
Oracle’s Cloud Growth; Debate Around AI Risks
Bloomberg’s Ed Ludlow breaks down Oracle’s latest results and how they are helping ease concerns around the company’s massive AI infrastructure buildout. Plus, the debate around AI’s societal risks and the backlash against the global data center build-out grow louder. 00:00:00 – Bloomberg Tech Begins 00:01:04 – Brody Ford, Bloomberg News 00:03:54 – Stefan Slowinski,…
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@jazzbeats8168
June 24, 2026 at 8:25 pm
She reading a script
@culeparasiempre
June 24, 2026 at 9:19 pm
A lot of mistakes and opportunities come from confusing structural for cyclical and vice versa