Technology
Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell
Key Points
Nov 6th, 2026 Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell Nadia Lovell, head of global equity strategy at UBS Global Wealth Management, says data center delays could create an “air gap” for semiconductors, pressuring inventories, prices and margins. She favors compute over memory and hyperscalers with existing capacity. She speaks on “Bloomberg Surveillance.”
Nov 6th, 2026
Data Center Delays Risk an ‘Air Gap’ for Chips: Lovell
Nadia Lovell, head of global equity strategy at UBS Global Wealth Management, says data center delays could create an “air gap” for semiconductors, pressuring inventories, prices and margins. She favors compute over memory and hyperscalers with existing capacity. She speaks on “Bloomberg Surveillance.”