Deconstructing AI Capex – How Much More Growth Ahead?: BI Replay

The global AI race is driving a seismic shift in technology investment, with hyperscale clouds, neo-cloud challengers, and sovereign players committing billions to infrastructure. The key questions now: how durable is the growth cycle, and where might constraints emerge? Join Bloomberg Intelligence hardware analyst Woo Jin Ho and SemiAnalysis datacenter and energy infrastructure analyst Jeremie Eliahou Ontiveros for a timely breakdown of the forces shaping the next phase of AI infrastructure spending. This webinar will cover: -Investment trajectories across hyperscalers and emerging “neo-cloud” providers -How sovereign strategies are influencing national-scale buildouts -Potential chokepoints in energy and datacenter supply chains -SemiAnalysis’ outlook on the sustainability of AI-driven capital investment