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High AI Capex Demand a 'Multi-Year' Cycle | Bloomberg Businessweek, Sonic AI
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High AI Capex Demand a 'Multi-Year' Cycle | Bloomberg Businessweek
Bloomberg Businessweek
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Jul 6, 2026
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39:21
Interview
High AI Capex Demand a 'Multi-Year' Cycle | Bloomberg Businessweek
From
Bloomberg Businessweek
Carol Massar
(Bloomberg Businessweek anchor and financial…)
•
Emily Graffeo
(Host)
•
Mark Gurman
(Bloomberg Reporter)
•
Bloomberg Businessweek Announcer
(Guest)
•
Ellen Wald
(Guest)
•
Ed Ludlow
(Host of Bloomberg Tech)
•
Rudina Seseri
(Guest)
•
Max Kettner
(Guest)
•
Mike Wilson
(Chief U.S. Equity Strategist and Chief…)
•
Eric Roston
(Guest)
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Executive Summary
Apple and Broadcom are extending their partnership to 2031, focusing on custom ASIC chips for Apple's next-generation AI servers, signaling a major investment in cloud-based AI infrastructure.
Apple's next major product push is reportedly smart glasses (codename N50), aiming to disrupt the mid-tier glasses market in the same way the Apple Watch disrupted the watch industry.
Saudi Arabia is cutting crude oil prices for Asia for the first time since 2020, responding to a global supply surge and increased competition, which highlights growing volatility in energy markets.
Extreme weather events and climate volatility are increasingly framed as a direct economic risk, with Federal Reserve officials warning that parts of the U.S.
could become uninsurable.
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