Bloomberg Technology
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AI Spending Is Still Justified, Says Lazard
Posted
August 4, 2026
Views
3,230
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August 4, 2026
3,230
59
5
1.98%
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5:11Now PlayingMicrosoft and Amazon's latest earnings reinforced a key theme in AI, demand for cloud infrastructure continues to outpace supply. Lazard Asset Management Portfolio Manager Celine Woo joins Bloomberg to explain why hyperscalers are still justified in ramping up AI spending and how the shift from training to inference is driving the next phase of growth. She joins Ed Ludlow on "Bloomberg Tech."
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