Energy is a principle constraint on the ability to build out AI infrastructure: Goldman Sachs' Lee
CNBC Televisionยท2025-09-09 21:22
There's no better There's no one better to talk to about it than George Lee. Now, he is co-head of the Goldman Sachs Global Institute where he focuses on all things AI. He's widely considered one of the top experts on AI on Wall Street.He joins me here now. George, it's great to have you. >> Morgan, great to be with you. >> I got to start with Oracle.Last I checked, those shares are up 20% right now. This astounding RPO number up 350 59% year-over-year, almost half a trillion dollars now. How does it speak ...