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Don’t Give Up on AI Chips Yet, Says JoAnne Feeney

The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…

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The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”
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15 Comments

15 Comments

  1. @briancase6180

    July 21, 2026 at 4:10 pm

    “I don’t know for how long this current positive momentum will last.” THEN YOU ARE NOT AN EXPERT. Su why are you agreeing to be interviewed on a topic you don’t understand? Sheesh. All of the memory makers have told you EXACTLY how much capacity they’re building and when it will start producing product. And they’ve told you, TSMC has told you, Nvidia has told you, that they cannot see an end to demand that exceeds their ability to serve. Yes, they can be wrong, an asteroid could take out Taiwan and end the hardware game for years. But, are you an expert or not? If you don’t accept or believe the companies projections and their understanding of their markets, then say that as the reason you are uncertain. Otherwise, you are supposed to know your industry! I am so tired of these experts who don’t ever seem to be able to say anything useful. Bzzt. Next!

    • @zbcracing

      July 21, 2026 at 7:21 pm

      Thanks Warren Buffett

    • @vasfrag4654

      July 21, 2026 at 9:22 pm

      Great reply. WS and its fake narratives. Never believe what they say. Thats why they are called crooks

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Bloomberg Technology

Oura CMO Says Wearable Health Tracking Moving Beyond Checkups

Oura’s Chief Medical Officer suggests wearable tech could give people a continuous picture of their health, rather than relying on occasional doctor visits. Dr. Ricky Bloomfield says the constant stream of health data provided to users of wearables, like Oura’s smart rings, can improve health outcomes and influence behavior. He says the long-term goal is…

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Oura’s Chief Medical Officer suggests wearable tech could give people a continuous picture of their health, rather than relying on occasional doctor visits.
Dr. Ricky Bloomfield says the constant stream of health data provided to users of wearables, like Oura’s smart rings, can improve health outcomes and influence behavior. He says the long-term goal is to help spot changes earlier and connect people with care sooner. Bloomfield spoke to Tom Mackenzie on the latest episode of “Bloomberg Tech: Europe.”
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Bloomberg Technology

OpenAI’s $70B Run Rate Meets AI’s Infrastructure Challenge

loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the…

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loomberg’s Ed Ludlow breaks down OpenAI’s latest annualized revenue, expected to reach or exceed $70 billion by the end of the year. Plus, Oracle keeps several data centers on track by relying on truck deliveries of natural gas, and a conversation with Kleiner Perkins partner Ilya Fushman on the mega AI IPO pipeline and the future of physical AI.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Rebecca Torrence on OpenAI seeing $70B Revenue Run Rate by Year-End
00:05:02 – Michelle Weaver, Morgan Stanley US Thematic Research Strategist
00:11:12 – Wall Street Week: AI Spending Tests Debt Markets
00:14:16 – Bloomberg’s Brody Ford Discusses Oracle Trucking Gas to Keep Data Centers on Track
00:16:52 – Hiba Anver, Erickson Immigration Group Partner
00:23:14 – Ilya Fushman, Kleiner Perkins Partner
00:39:02 – Talking Tech with Yahaira Anand
00:41:08 – Bloomberg’s Nina Trentmann Reports on AI Spending Worrying CFO’s
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Bloomberg Technology

Kleiner Perkins: AI’s Next Trillion-Dollar Companies Go Physical

Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private…

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Kleiner Perkins partner Ilya Fushman says AI is still in the early stages of reshaping the economy, with opportunities extending from frontier models like Anthropic to consumer agents, autonomous vehicles and robotics. He discusses why the firm sees physical AI as a potential source of the next trillion-dollar companies, the rapid growth of leading private AI businesses, and why he’s increasingly optimistic about both the IPO and M&A markets. He joins Ed Ludlow on “Bloomberg Tech.”
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