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AI Inference Demand Won’t Stop Anytime Soon, Says Benchmark’s Vishria

Eric Vishria, partner at Benchmark, joins to discuss the high demand for fast AI inference and to give his outlook for the physical AI space as companies navigate constrains around compute, from memory and power to chip bottlenecks. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg…

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Eric Vishria, partner at Benchmark, joins to discuss the high demand for fast AI inference and to give his outlook for the physical AI space as companies navigate constrains around compute, from memory and power to chip bottlenecks. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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20 Comments

20 Comments

  1. @simmonslucio

    May 28, 2026 at 3:38 pm

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    May 28, 2026 at 3:39 pm

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  19. @hughzuniga

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    The amount of chatter around Klaxus in private circles is getting louder every day.

  20. @jeaniebanks

    May 28, 2026 at 3:40 pm

    Couldn’t ignore Klaxus anymore… I’m in.

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Bloomberg Technology

SK Hynix US Listing Demand Soars | Bloomberg Tech 7/09/2026

Bloomberg’s Ed Ludlow takes a look at SK Hynix’s oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up…

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Bloomberg’s Ed Ludlow takes a look at SK Hynix’s oversubscribed US listing, priming the Korean memory maker for the biggest ever foreign first-time-share-sale in America. Plus, Micron boosts its spending on new American plants to $250 billion to meet surging memory demand; and Meta unveils its latest AI model, pricing it aggressively and talking up its agentic capabilities versus Google’s Gemini.

00:00:00 – Bloomberg Tech Begins
00:01:23 – Bailey Lipschultz & Ian King, Bloomberg News
00:06:30 – Katrina Dudley, Franklin Templeton
00:11:10 – Delian Asparouhov, Varda Chairman & Co-Founder
00:19:20 – Kurt Wagner, Bloomberg News
00:23:56 – Ryan Vlastelica, Bloomberg News
00:26:35 – Louie DiPalma, William Blair
00:34:32 – Michael Shepard, Bloomberg News
00:38:20 – Emily Birnbaum, Bloomberg News
00:41:25 – Mandeep Singh, Bloomberg Intelligence
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Wall Street’s First Take on SpaceX

The quiet period has ended for underwriters of SpaceX’s IPO, and analysts are starting to publish their views on Elon Musk-led company. William Blair’s Louie DiPalma launched coverage with a bullish rating, citing the company’s growing advantage as rival Blue Origin turns to outside investors. He joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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The quiet period has ended for underwriters of SpaceX’s IPO, and analysts are starting to publish their views on Elon Musk-led company. William Blair’s Louie DiPalma launched coverage with a bullish rating, citing the company’s growing advantage as rival Blue Origin turns to outside investors. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Space Boom’s Biggest Bottleneck

Money is flooding into the space economy, from SpaceX’s record IPO to Blue Origin’s first outside fundraising effort. But while capital is abundant, rocket launches are not. Founders Fund Partner and Varda Space Chairman Delian Asparouhov explains why access to space could become the industry’s biggest bottleneck. He joins Ed Ludlow on “Bloomberg Tech.” ——–…

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Money is flooding into the space economy, from SpaceX’s record IPO to Blue Origin’s first outside fundraising effort. But while capital is abundant, rocket launches are not. Founders Fund Partner and Varda Space Chairman Delian Asparouhov explains why access to space could become the industry’s biggest bottleneck. He joins Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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