Technology
AI Spending Raises Questions on Diverging Chip & Hyperscaler Cycles
Key Points
Jul 8th, 2026 AI Spending Raises Questions on Diverging Chip & Hyperscaler Cycles In this segment, Songyee Yoon, Director on HP's Board and Founder of Principal Venture Partners, discusses the emerging divergence between the chip cycle and the hyperscaler cycle amid the AI build-out. She highlights the critical issue of whether hyperscalers will reduce their spending as the costs of AI infrastructure escalate, a factor that could significantly impact the broader AI investment landscape and...
Jul 8th, 2026
AI Spending Raises Questions on Diverging Chip & Hyperscaler Cycles
In this segment, Songyee Yoon, Director on HP's Board and Founder of Principal Venture Partners, discusses the emerging divergence between the chip cycle and the hyperscaler cycle amid the AI build-out. She highlights the critical issue of whether hyperscalers will reduce their spending as the costs of AI infrastructure escalate, a factor that could significantly impact the broader AI investment landscape and equity market performance. She speaks with Romaine Bostick & Katie Greifeld on "The Close."
[Image text:] Bond deals$25 billion or more reached a new high in 2026
NUMBER OFDEALS$25BILLION OR GREATER
2018
2019
2020
2021
2022
2023
2024
10
2025
2026
Bloomberg
TheClose
Source:Bloomberg