CNBC Halftime Report with Brad Gerstner - September 24th, 2026 - YouTube

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Altimeter Founder & CEO Brad Gerstner joined Scott Wapner on CNBC from the White House for a wide-ranging conversation on AI, U.S. competitiveness, Meta, and the scale of the infrastructure buildout ahead. A few themes stood out: • The U.S. can continue moving quickly on AI while evolving safety frameworks alongside the technology. • Competition and investment in compute remain central to maintaining U.S. leadership. Brad noted that more than 40 gigawatts of AI compute are expected to be built in the U.S. in 2027. • For consumers, AI is moving beyond chatbots toward agents that can take…

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