Janet Mui

speaker

41 appearances 1 recordings 1 series first heard Dec 2025 last heard 18 Dec

Janet Mui’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.

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Bloomberg Tech · Micron’s Rosy Memory Outlook Lifts AI Hopes · 18 Dec 2025 podcast

Hi, Caroline.

Yes, absolutely.

I think investors are being more picky in general.

I think as the AI trend continues to accelerate, I think we need solid evidence that it is actually delivering commercial benefits, broadening its application and, of course, delivering earnings.

And I think that that is really the primary thing that investors are going to focus increasingly in 2026 on.

being cautious on anything that is leverage related.

I think that will be certainly increasing scrutiny because the thing is, if you look at the commercial commitment of Oracle, it stretches along decades.

And we know that although you kind of see that the demand is very strong, you just can't actually...

is profitability.

And I think the key question is, it is really the amount of debt that is fueling this AI infrastructure, particularly for Oracle.

I think for hyperscalers or companies that have abundant cash flow, a strong balance sheet, that will be less of a problem.

But I think a lot of those pain has been released after the share price decline from Oracle.

So hopefully we are setting for a better stage from here.

Well, I think the thing is the market for AI is huge, right?

It's expected to keep growing, keep accelerating.

So there isn't necessarily just going to be one winner out there, like one software, one model that is going to conquer every

So there's this competition between Germani and OpenAI, which worries investors because Germani seems to be getting a lot of accolade recently.

But, you know, I think the market is just very, very broad.

So in general, I think it is normal for investors to get a little bit worried in the near term.

But I believe that ultimately there will be multiple winners and they are likely to be those large in scale, which is already building on very strong existing foundations.

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