Tech Stock Rise as Microsoft, Open AI Restructure Deal | The Close 10/28/2025

Transcript

YOU TALKED ABOUT THE END OR NOT OF MORRIS’S LAW BUT THE NEED TO SCALE TO MEET DEMAND. WAS THAT YOU SAYING WE ARE NOT IN AN A.I. BUBBLE? JENSEN: I DON’T BELIEVE WE’RE IN AN A.I. BUBBLE. THE REASON IS WE’RE GOING THROUGH A FROM AN OLD COMPUTING MODEL. WE ALSO KNOW THAT A.I. HAS BECOME GOOD ENOUGH BECAUSE OF RESEARCH ABILITIES, ITS ABILITY TO THINK, I... Read More