Mandeep Singh

Mandeep Singh is a senior technology analyst and Global Head of Technology Research at Bloomberg Intelligence, where he analyzes technology companies and themes including AI infrastructure, semiconductors, cloud computing, software, and internet platforms. He appears on Bloomberg programming as an analyst discussing Nvidia earnings, GPUs, inference demand, memory pricing, and margins.

AI Demand Pushes Beyond Nvidia Into Power, Memory, and Compute Markets

Bloomberg Technology framed Nvidia’s earnings as a test of the wider AI infrastructure trade rather than a simple chip-demand story. Caroline Hyde, Ed Ludlow and Bloomberg Intelligence’s Mandeep Singh said investors were looking past headline growth to constraints around China access, margins, memory prices, inference workloads and supply, while a $67 billion NextEra-Dominion deal showed how the data-center boom is already reshaping power markets. The program’s broader argument was that AI demand remains strong, but the bottlenecks have moved across the physical and financial stack.

Bloomberg TechnologyMay 18, 202615 min read