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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

Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner

Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…

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Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only at the beginning of the AI investment cycle. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026

Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…

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Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss the AI race’s next phase, with Washington promising to scrutinize Chinese models as investors hunt for the next big winners.

00:00:00 – Bloomberg Tech Begins
00:01:25 – Ian King, Bloomberg News
00:04:11 – Peter Elstrom, Bloomberg News
00:07:39 – Stephanie Aliaga, JPMorgan Asset Management
00:13:34 – Lucas Shaw, Bloomberg News
00:16:10- Jessica Melugin, Competitive Enterprise Institute Center for Tech & Innovation
00:17:45 – Trump Bilateral meeting with Lebanon President
00:28:20 – Tyler Kendall, Bloomberg News
00:28:22 – JoAnne Feeney, Advisors Capital Partners
00:38:28 – Sameer Dholakia, Bessemer Venture Partners
00:46:41 – Jordan Fitzgerald, Bloomberg News
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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

Nvidia Says Rubin AI Chips Are Shipping

Nvidia says its latest chip designs are making their way to customers and will help solidify the chipmaker’s leadership in the industry. This as the company is under pressure to show that its latest products are on schedule and superior to rivals like AMD and Broadcom. Bloomberg’s Ian King joins Ed Ludlow on “Bloomberg Tech.”…

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Nvidia says its latest chip designs are making their way to customers and will help solidify the chipmaker’s leadership in the industry. This as the company is under pressure to show that its latest products are on schedule and superior to rivals like AMD and Broadcom. Bloomberg’s Ian King joins Ed Ludlow on “Bloomberg Tech.”
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