Why AI Makes Memory Demand Less Cyclical
June 24, 2026
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6:02Now PlayingWhy AI Makes Memory Demand Less Cyclical
YouTube Description
as posted by the channelCeline 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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