Gold rush or sugar rush? OpenAI CFO Sarah Friar gives her answer on the AI boom
CNBC Televisionยท2025-08-20 17:01
It's either a gold rush or a sugar rush. >> And how long that how long you think that buildout really lasts because it may take several hundred people to build a data center, but it only takes five or 10 to operate it. >> I think we are so in the early inning.I think a lot of prognosticators want to call it like we're on the sugar rush. We're not. It's more like the railroads or the buildout of electricity than anything I've seen.The internet, it turns out in hindsight, was actually a relatively capex-like ...