Investors are growing more critical of AI investments, especially data centers. But while neocloud stocks are under pressure, many believe the demand for computing resources remains strong — and investment needs to happen now. In this episode of Bloomberg Tech: Asia, Annabelle Droulers and Shery Ahn speak with experts and executives on what’s driving data-center valuations spending and take a closer look at demand through the eyes of a critical supplier to the industry.
Chapters:
00:00:29 – Neoclouds & data center stocks under pressure
00:01:51 – Bloomberg’s Vasu Kasibhotla and Sunny Bangia on AI valuations
00:11:03 – JERA, Elice Korea’s Elice on Asian data centers
00:12:11 – SK Hyper CEO Chung Suk-geun on raising $350B for AI buildout
00:17:48 – Bloomberg New Economy panel on scaling AI factories
00:18:46 – Taiwan’s Delta Electronics on demand for AIDC components
——–
Like this video? Subscribe to Bloomberg Tech on YouTube:
Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on…
X:
Facebook:
Instagram:
Follow Ed Ludlow on X here:
Listen to the daily Bloomberg Tech podcast here:
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:
source
