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Bloomberg

AI Spending Raises Questions on Diverging Chip & Hyperscaler Cycles

In this segment, Songyee Yoon, Director on HP's Board and Founder of Principal Venture Partners, discusses the emerging divergence between the chip cycle and the hyperscaler cycle amid the AI build-out. She highlights the critical issue of whether hyperscalers will reduce their spending as the costs of AI infrastructure escalate, a factor that could significantly impact the broader AI investment landscape and equity market performance. She speaks with Romaine Bostick & Katie Greifeld on "The Close."

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Bloomberg

MNTN CEO Skeptical of Meta's Ambitions to Compete in Cloud Infrastructure

Mark Douglas, CEO of the ad tech company MNTN, discussed Meta's reported ambitions to expand beyond advertising into cloud infrastructure. Douglas expressed skepticism about Meta's ability to compete with established cloud providers like AWS and Google Cloud, citing high switching costs for customers and Meta's lack of excess AI infrastructure capacity to monetize. He speaks with Romaine Bostick & Katie Greifeld on "The Close."

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Bloomberg

Economic Costs For US, Iran Too Great for 'All-Out War,' Says CSIS's Will Todman

Will Todman, chief of staff of the Geopolitics and Foreign Policy Department and senior fellow of the Middle East Program at CSIS, said that a low level conflict with outbursts from both the US and Iran is more likely than an 'all-out' war because the economic costs to both countries are too great. Todman said that Iran is 'very keen' to keep control over the Strait of Hormuz as an economic and strategic negotiating tool.

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