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Tom McKenzie
Host of Bloomberg Tech Europe and Bloomberg journalist providing analysis on tech investing, AI infrastructure and data-center economics.
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Nov 22, 2025
• 11min
Special Episode: Here's Why AI Costs Still Worry Investors
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Tom McKenzie, host of Bloomberg Tech Europe and a keen analyst on tech investing, dives into the complex world of AI data centers and the hefty costs associated with them. He discusses the investor worries surrounding operational expenses and rapid chip obsolescence, especially highlighted by Michael Burry’s cautionary thesis. McKenzie also explores the potential revenue gaps facing companies amid soaring infrastructure costs, while weighing the justifications from hyperscalers and forecasting the growing need for patience from investors by 2026.
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