The AI race deepens as access to capital shrinks: Your next move - YouTube
youtube.com · 1,975 words · saved by 1 readers
Follow along using the transcript. Follow along using the transcript.
The Investment Committee debate their investment strategy as the scarcity of capital becomes apparent in the AI sector. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Watch CNBC on the go with CNBC+: https://www.cnbc.com/WatchCNBCPlus Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest…
saved by
related reading
- Semis pricing in a crash? Here's what you need to knowyoutube.com
- Why Investors Are Reducing AI Exposureyoutube.com
- Investors should think about diversifying their exposure beyond AI, says Neuberger's Joe Amatoyoutube.com
- CNBC Halftime Report with Brad Gerstner - October 15th, 2026youtube.com
- Compute Scarcity, Higher Rates, and Where We’re Investing | Jon Gray’s Market Views Q3 2026youtube.com
- CNBC Halftime Report with Brad Gerstner - September 24th, 2026youtube.com
- Where’s the Beef? Blackstone's Jon Gray on the Payoff From the Enormous AI CapEx Spend | Sept '26youtube.com
- Al Is Becoming a Stock Picker's Marketyoutube.com
- Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like Ityoutube.com
- Riding the AI Waveyoutube.com
- CoreWeave CEO: Older generations of GPUs will have a longer useful life than anticipatedyoutube.com
- Philippe Laffont on the Intelligence Age, AI Infrastructure & the Model Race | CNBC Squawk Boxyoutube.com