Tipping Point

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Aliaga: We are in a capital spending boom, bigger than the Apollo program
CNBC Televisionยท 2025-08-27 11:55
First off, uh, what's your take on Nvidia. Your word of the day today, by the way, is tipping point. Is that what you're talking about.These Nvidia earnings. I think when it comes to the AI theme more broadly, you know, we're just on the heels of, you know, last week seeing a revisit to this debate around the return on investment of AI. you had, you know, perhaps the the GBT5 launch landing unevenly and also this widely cited and contested report by MIT around the success of all of these AI pilots.All of th ...