Why AI Makes Memory Demand Less Cyclical

Bloomberg Technology Wednesday 24 June 2026, 17:17 UTC 1 min read

Key Points

Jun 24th, 2026 Why AI Makes Memory Demand Less Cyclical Celine 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."

Celine Woo (PERSON) Lazard Asset Management (ORG) AI (ORG) Ed Ludlow (PERSON) Bloomberg Tech (ORG)

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Why AI Makes Memory Demand Less Cyclical

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