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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@stephenalonso-u7n
August 4, 2026 at 3:22 pm
If Exovim keeps building like this, it could have a huge launch.
@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.
@maureenkozlowski-b7c
August 4, 2026 at 3:25 pm
Glad I found Exovim early instead of chasing it later.
@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.
@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…..