Caroline Hyde / Ed Ludlow

speaker

420 appearances 1 recordings 1 series first heard Apr 2026 last heard 8 Apr

Caroline Hyde / Ed Ludlow’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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Bloomberg Tech · Tech Stocks Rally on the Back of Ceasefire Deal · 8 Apr 2026 podcast

And if we can't get enough memory to fund these things, you know, what happens there and how does that impact stuff?

So all of this comes into the fundamental frameworks and the risk reward that we're managing and we're looking through with every investment we make.

And what I would just tell you as a guy that's been investing in the sector for a long time,

I am skeptical of my ability to be precise, but I'm really good about my ability to understand ranges of outcome.

And so we're always looking for when those ranges favor us and favor us putting capital to work.

And so, you know, to sort of end where I started with, we still think this build out of CapEx, that we're very early in it, that we're not late cycle, we're early cycle to mid cycle in this, and that there's

plenty of opportunity to continue to compound wealth and growth in the fundamental picks and shovels chip ecosystems of AI.

Brooke Dane of Goldman Sachs Asset Management doing the math for us.

I really appreciate that.

Thank you very much.

Now coming up, a massive Oracle data center could get roughly $14 billion of debt financing from PIMCO.

We have the details next.

This is Bloomberg Tech.

A flurry of data center-related news today.

First, Bain Capital's Bridge Data Center has dropped NeoCloud supplier Magispeed from Malaysia Computing Hub.

Now, that's according to the sources citing an internal memo.

The changes follow a U.S.

government probe into Magispeed over its ownership structure and allegations it smuggled advanced NVIDIA chips to China.

Meanwhile, here in the U.S., a city in Wisconsin has passed the nation's first referendum restricting future data center construction, according to the county's unofficial count.

Now, Port Washington is home to a 1.3 gigawatt project from OpenAI and Oracle that won't be impacted by this vote.

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