Starting to See Return on AI Investment: Morgan Stanley's Weaver
Summary
AI demand continues to outstrip available computing capacity, and Morgan Stanley sees little risk of oversupply anytime soon. US thematic research strategist Michelle Weaver joins Bloomberg to discuss
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Transcript Excerpt
As AI infrastructure grows, some of the biggest questions around the trade are only getting harder. How much AI will companies consume? Do cheaper open models change the economics? And even with high demand, is there enough labor and power to even run data centers? Michelle Weaver, Morgan Stanley, US thematic research strategist, and the executive director has the job of passing these questions on a daily basis. We're gonna talk about the AI economy. And for me, at the end of the day, it it is just simply trying to measure demand as it is now against supply in in in the future states of both. Where were you netting out at the moment? Currently, we are still very much undersupplied. We are still seeing compute be a very constrained resources. And I think what you really have to look to is t…
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