Memory Chip Shortage is Global Crisis in the Making | The Pulse 2/16/2026

Описание: A growing chorus of tech industry leaders, including Tim Cook and Elon Musk, are warning of an impending global crisis if the shortage of memory chips is not addressed. The buildout of AI data centers has resulted in companies like Alphabet and OpenAI gobbling up an increasing share of memory chip production. Tech bosses say the crunch is already hammering profits and inflating price tags, and is only going to get worse.

Today's guests: Rachel Ellehuus, RUSI, Director-General; Vasiliki Pachatouridi, BlackRock, EMEA Head of iShares Fixed Income Product Strategy; Jordan Sinclair, Robinhood, UK President;

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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.

Chapters:
00:00:00 - Introduction
00:00:28 - Marco Rubio heads to Budapest
00:02:48 - Marco Rubio Micklethwait on Ukraine Russia War
00:15:05 - Vasiliki Pachatouridi, BlackRock, EMEA Head of iShares Fixed Income Strategy
00:24:16 - AI DEMAND FUELING MEMORY CHIP CRISIS
00:27:15 - Jordan Sinclair, Robinhood UK CEO
00:35:10 - BIG TAKE LACK OF DATA
00:39:41 - Alexandra Ocasio-Cortez on US Foreign Policy
00:43:33 - Iran’s Araghchi to Meet IAEA Ahead of US Talks
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