#CNBC AI hardware buildout set to last longer, says Deepwater’s Gene Munster

AI hardware buildout set to last longer, says Deepwater’s Gene Munster
Gene Munster, Deepwater Asset Management managing partner, joins Fast Money to discuss Nvidia’s potential $100 billion partnership with OpenAI, the sustainability of hyperscaler CapEx spending, the risks of Nvidia’s customer concentration, what it all signals for the future of AI infrastructure investment, and more.

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