Ian Cinnamon

Ian Cinnamon is the CEO and co-founder of Apex, a Los Angeles-based spacecraft manufacturer building standardized satellite bus platforms for commercial and government customers. He previously founded Synapse Technology, an AI security-screening company acquired by Palantir, and has been a public voice on scaling satellite manufacturing and the broader space ecosystem.

AI Capex Boom Meets Higher Rates and Public-Market Scrutiny

Bloomberg’s Ed Ludlow framed the day’s tech selloff as a test of the AI trade’s practical limits: higher rate expectations after a solid jobs report, pressure on chip stocks after Broadcom’s outlook, and the capital demands of SpaceX’s looming IPO. Across interviews with economists, executives and investors, the program argued that enthusiasm for AI and space infrastructure remains strong, but the market is increasingly focused on whether compute, energy, supply chains and public investors can absorb the scale of spending required.

Bloomberg TechnologyJun 5, 202613 min read