AI Infrastructure Scenarios Amid Protracted Iran War: BI Replay

On Demand

Duration: 57 Minutes

Original Date: March 25, 2026

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Join Bloomberg Intelligence for a scenario analysis around the Iran war situation, featuring Mandeep Singh, Global Head of Technology Research; Kunjan Sobhani, Senior Semiconductors Analyst; Vasu Kasibhotla, Software Analyst; Masahiro Wakasugi, Japan Technology and Semiconductor Equipment Analyst; and Rob Barnett, Senior Energy Analyst. The discussion will cover potential scenarios of a protracted war and how it could impact capex sentiment, component pricing, and AI infrastructure buildout.

AI Infrastructure Scenarios Amid Protracted Iran War: BI Replay

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