AI infrastructure spending is still accelerating—but can it last?

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Bernstein Managing Director and Senior Analyst Stacy Rasgon joins Deirdre Bosa Live to break down the biggest risks facing the AI trade, what investors should be watching closely, and why he remains optimistic about the long-term AI infrastructure buildout despite growing concerns. Video Transcript 00:00 Speaker A to be honest, if you look at the kind of numbers that both Nvidia as well as some of their peers have put out there, it doesn't look like to me we're done spending on infrastructure just yet. So, I mean Nvidia said that they're going to grow revenues at least 70% next which which would put them in spitting distance of $700 billion dollars of total revenue. And and what they said is we we've got line of sight to grow 100.