# Principal's Shah on AI Capex Cycle, Markets — retained record

> Retained news record from news:bloomberg-tech.

Canonical: https://highsignal.app/data/records/e81034b51a40ece0

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source: [news](https://highsignal.app/data/news) (news:bloomberg-tech)  published 2026-10-09 01:48 ingested 2026-10-09 02:51

[original source ↗](https://www.bloomberg.com/news/videos/2026-10-09/principal-s-shah-on-ai-capex-cycle-markets-video)

## retained text

No document body was retained for this record — only its metadata was stored.

document fetched 2026-10-09 02:51 · canonical https://bloomberg.com/news/videos/2026-10-09/principal-s-shah-on-ai-capex-cycle-markets-video