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VSORA’s Rivera on AI Capex Spend and Semis Outlook

This story is from 2026-09-15. It is preserved in the archive; the latest stories are on the live feed.

Sandra Rivera, VSORA Chair, discusses a key AI industry issue: whether demand and revenue can grow quickly enough to justify the massive spending on physical infrastructure. She speaks with Romaine Bostick & Bailey Lipschultz on "The Close." (Source: Bloomberg)

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  1. 2026-09-15 21:31 · Bloomberg AI
    VSORA’s Rivera on AI Capex Spend and Semis Outlook

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