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Disconnect Between AI Deals and Spend: Citi’s Gardiner

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October 15, 2025

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ASML orders are going to need to ramp up to meet the amount of AI capacity that has been announced in recent tech and data center deals, says Andrew Gardiner, head of European technology equity research at Citi Research. He joins Caroline Hyde on “Bloomberg Tech.”

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Guests & Subjects Covered

Disconnect Between AI Deals and SpendAndrew GardinerCiti Research HeCaroline HydeBloomberg TechYouTube WatchEd LudlowSilicon Valley

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Disconnect Between AI Deals and Spend: Citi’s Gardiner · Bloomberg Technology · Sentinel