Pleydell-Bouverie: We are not in an AI bubble
CNBC Televisionยท2025-10-23 11:37
Why don't we start with your word of the day. It's boom. What's booming.>> So, this is in contrast to bubble. We are not in an AI bubble in our opinion and we think that this narrative can be dismantled by both the demand supply and balances that we're currently seeing as well as the ROI on accelerated compute. So, I mean bubbles are you characterized by overbuild, over supply, too much investment, uh inflated multiples.We're not seeing any of those things right now. In fact, we're in an acute supply constr ...