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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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Bloomberg Technology

Everybody’s Business: Tubi’s Growth Strategy Includes Edgy Merch

At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription. Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s…

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At a time when subscriber growth is slowing for streaming giants like Netflix, ad-supported online video services like Tubi are seizing the opportunity, offering viewers abundant content without the cost of a subscription.

Tubi’s Chief Content Officer Adam Lewinson joins Max Chafkin and Stacey Vanek Smith on the Everybody’s Business podcast to discuss the company’s strategy, including cultivating niche genres like horror and offering free, edgy merchandise to capture the Gen Z audience.
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Bloomberg Technology

AI Spending Rolls On as Tech Wealth Hits Records

Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice…

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Companies are spending billions on AI, but actually getting it into production remains a major challenge. Insight Partners sees forward-deployed engineers as part of the solution: embedding directly with customers to turn AI into working products and workflows. Insight Partners Operating Partner Pablo Dominguez joins to discuss why the firm is launching a dedicated practice to help its portfolio companies build that capability. He joins Ed Ludlow on “Bloomberg Tech.”

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00:01:14 – Bloomberg’s Mike Shepard on Hon Hai Beating Sales Estimates
00:04:13 – Carol Schleif, BMO Wealth Management Chief Markets Strategist
00:11:45 – Pablo Dominguez, Insight Partners Operating Partner
00:18:02 – Talking Tech with Yahaira Anand
00:19:14 – Bloomberg’s Nacha Cattan Discusses NYC AI Safety Hearing
00:24:26 – Bloomberg’s Liana Baker Talks Schneider’s Record $23B Acquisition
00:26:48 – Bloomberg’s Dylan Sloan on AI Boom Driving Tech Billionaires’ Best Year Ever
00:32:27 – Tiffany Luck, NEA Partner
00:40:19 – Bloomberg’s Mark Gurman Discusses Apple’s Ternus Putting Focus Back on Design
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Bloomberg Technology

Apple New CEO Ternus Puts Focus Back on Design

Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg…

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Apple’s new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg’s Mark Gurman discusses how John Ternus is taking a hands-on role as Apple prepares a wave of new products in this week’s Power On newsletter – also now a podcast. He joins Ed Ludlow on “Bloomberg Tech.”
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