Tom Mackenzie

Bloomberg journalist and interviewer who conducted the on-record conversation in London, guiding discussion topics including AI, the economy, and public policy.

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Nov 21, 2025 • 10min

Here's Why AI Costs Still Worry Investors

Tom Mackenzie, a technology journalist and host of Bloomberg Tech Europe, dives into the concerns surrounding AI investments. He explains why investors like Michael Burry are anxious about rising data center costs and depreciation risks of AI chips. Tom highlights NVIDIA’s defense regarding chip longevity and discusses the alarming revenue gap against infrastructure spending. He also examines the funding risks for smaller cloud providers and warns about the complexities of circular financing in the tech industry.

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