Paul Sweeney

Co-host of Bloomberg Surveillance and Bloomberg Markets AM on Bloomberg Radio; previously Co-Director of Research for the Americas at Bloomberg Intelligence and a longtime media-industry equity research analyst.

AI Demand Broadens Beyond Hyperscalers Into Software, Devices and Space

Ivan Feinseth, chief investment officer at Tigress Financial, argued on Bloomberg Technology that the AI investment case is already broader than the hyperscale capex cycle and the next wave of AI IPOs. He pointed to Microsoft’s Azure and Copilot revenue, Adobe’s underrecognized AI content tools, Garmin’s health-and-wellness devices and SpaceX’s long-duration space story, while cautioning that AI-native IPOs may draw strong initial demand but will still have to prove themselves as public companies.

Bloomberg TechnologyMay 22, 20265 min read