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VSORA’s Rivera on AI Capex Spend and Semis Outlook

Key Points

Sandra Rivera, VSORA Chair, discusses a key AI industry issue: whether demand and revenue can grow quickly enough to justify the massive spending on physical infrastructure. She speaks with Romaine Bostick & Bailey Lipschultz on "The Close."

Sandra Rivera, VSORA Chair, discusses a key AI industry issue: whether demand and revenue can grow quickly enough to justify the massive spending on physical infrastructure. She speaks with Romaine Bostick & Bailey Lipschultz on "The Close." (Source: Bloomberg)
VSORA (ORG) Rivera (PERSON) Sandra Rivera (PERSON) VSORA Chair (ORG) Romaine Bostick & Bailey Lipschultz (ORG)
Originally published by Bloomberg Technology Read original →