Bloomberg Technology

Why AI Makes Memory Demand Less Cyclical

Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…

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Celine Woo, portfolio manager and analyst at Lazard Asset Management, explains why the firm sees opportunities not on the largest AI capex spenders, but on where that capital flows, the hardware supply chain companies enabling AI infrastructure. She joins Ed Ludlow to discuss on “Bloomberg Tech.”
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2 Comments

  1. @jazzbeats8168

    June 24, 2026 at 8:25 pm

    She reading a script

    Reply

  2. @culeparasiempre

    June 24, 2026 at 9:19 pm

    A lot of mistakes and opportunities come from confusing structural for cyclical and vice versa

    Reply

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