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AI Is Powerful for Growing GDP: I/O Fund’s Kindig

Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI is so powerful at growing GDP. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Beth Kindig, lead tech analyst at I/O Fund, says many global powers are concerned about keeping up chip manufacturing because demand is so high and AI is so powerful at growing GDP. She joins Ed Ludlow on “Bloomberg Tech.”
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6 Comments

6 Comments

  1. @kriniokrinio2234

    October 21, 2025 at 4:17 pm

    Porsche 👎👎

  2. @user-tx9zg5mz5p

    October 21, 2025 at 5:40 pm

    A.I. is Fusion 2.0😂

    • @cjplay2

      October 21, 2025 at 6:39 pm

      Disagree. AGI might be 10 years off, but Fusion is 3-10 years off (Helion sounds very interesting). Predictive AI is here and people are using it. Amazon’s David series has GenAI in it. LLMs are coding functions and classes, not just emails and term papers. Even compute infrastructure.

    • @user-tx9zg5mz5p

      October 21, 2025 at 6:50 pm

      ​@cjplay2👌😂

    • @Dr.Nvidia

      October 21, 2025 at 8:21 pm

      The A.I. revolution is Fusion 2.0 which is fueled by Fusion 1.0

  3. @cjplay2

    October 21, 2025 at 6:38 pm

    AI is in a bubble. My home computer is using llms with a very similar performance to the SaaS chatbots today. Video and audio generation is better in the cloud, sure, but llms will move to phones (think Google tensor chips in phones) including image fixing and editing working today. So the market for datacenters will lean WAAAY less towards AI. Without AGI, this market is in a bubble without real revenue behind it.

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Bloomberg Technology

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price | Bloomberg Tech 7/10/2026

Ed Ludlow sits down for an interview with SK Group Chairman Chey Tae-won from the Nasdaq to discuss SK Hynix’s US listing, the biggest-ever by a foreign company. Meanwhile, Bloomberg’s David Gura takes a look at SK Hynix shares as they start trading on the Nasdaq, and dives deeper into the listing’s impact on the…

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Ed Ludlow sits down for an interview with SK Group Chairman Chey Tae-won from the Nasdaq to discuss SK Hynix’s US listing, the biggest-ever by a foreign company. Meanwhile, Bloomberg’s David Gura takes a look at SK Hynix shares as they start trading on the Nasdaq, and dives deeper into the listing’s impact on the rest of the US chip sector.
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Bloomberg Technology

SK Chairman Chey Tae-won on SK Hynix Debut, AI Demand and US Plans

Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a “dream come true.” The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook…

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Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a “dream come true.” The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook for AI demand and his US investment plans.
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Bloomberg Technology

SK Chairman Says He Has ‘Much, Much Bigger’ Plans for US

Chey Tae-won, chairman of SK Hynix parent SK Group, discusses his plan to invest more money in the US. He speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get…

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Chey Tae-won, chairman of SK Hynix parent SK Group, discusses his plan to invest more money in the US. He speaks with Ed Ludlow on “Bloomberg Tech.”
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