Uploaded August 2026 | Updated September 2026, 2 weeks ago

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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 growing evidence of returns from corporate AI adoption, why labor and power remain critical constraints on the data center buildout, and why she expects companies to ultimately use a mix of open and closed AI models. She joins Ed Ludlow on "Bloomberg Tech."
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