Sundar: We’re moving from infrastructure to the application layer

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December 1, 2025
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CNBC Television
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Sundar: We’re moving from infrastructure to the application layer

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FOR MUCH MORE ON THIS LET'S BRING IN SATARA. SUNDAR, HEAD OF INVESTMENT STRATEGY AT JP MORGAN PRIVATE BANK. GOOD MORNING. THANKS FOR BEING HERE. >> OF COURSE. HAPPY TO BE HERE. >> HOPE YOU HAD A GREAT HOLIDAY PEOPLE. DATABRICKS. THEY SEEM TO HAVE A PRETTY NICE HOLIDAY VALUATION GOING UP. YOU'VE BEEN ON THE SHOW BEFORE TALKING ABOUT JUST THE NUMBER ... Read More

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