How Demand for AI Compute Is Just Scratching the Surface

Anthropic's latest compute deal with AMD is another sign that the AI infrastructure race is accelerating. Franklin Equity's Sara Araghi joins Bloomberg to discuss why demand for AI compute is still outpacing supply and why she believes concerns over AI have become overstated. She joins Ed Ludlow on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Technology on YouTube:    / @bloombergtech     Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:    • 'Bloomberg Tech' With Ed Ludlow Full Episodes     Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X:   / technology   Facebook:   / bloombergtechnology   Instagram:   / bloombergbusiness     Follow Ed Ludlow on X here:   / edludlow   Follow Caroline Hyde on X here:   / carolinehydetv     Listen to the daily Bloomberg Technology podcast here: https://www.bloomberg.com/podcasts/se...   More from Bloomberg Business Connect with us on... X:   / business   Facebook:   / bloombergbusiness   Instagram:   / bloombergbusiness   LinkedIn:   / bloomberg-news   TikTok:   / bloombergbusiness