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High AI Spending is 'Not Temporary' Says Everpure CFO Robbiati, Sonic AI
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High AI Spending is 'Not Temporary' Says Everpure CFO Robbiati
Bloomberg Podcasts
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Jun 22, 2026
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10:51
Interview
High AI Spending is 'Not Temporary' Says Everpure CFO Robbiati
Robbiati
(CFO, Everpure, guest)
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Executive Summary
A massive AI-driven 'supercycle' is underway, with hyperscalers projected to spend approximately $3 trillion on CapEx over the next three years, creating sustained demand for infrastructure.
Significant component price inflation, particularly a 600-800% increase in NAND flash memory, is creating major supply-demand imbalances expected to last until at least H1 2027.
Everpure strategically prioritized long-term market share over short-term profitability by absorbing some cost increases, operating at the low end of its historical gross margin range (65.5%), and achieving 35% top-line growth.
The company has successfully shifted its revenue mix, with subscription services growing from 25% of revenue in FY20 to over 46% currently, providing a stable, ratable income stream alongside product sales.
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AI Infrastructure Supercycle
Component Price Inflation and Supply Chain Pressure
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Processed Jun 22, 2026
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