Deirdre Bosa, the host of CNBC's TechCheck, joins Dan Nathan to dive into the evolving landscape of AI investments, uncovering the implications of tech giants like Google and Amazon backing companies such as Anthropic. They debate the longevity of generative AI while discussing rapid revenue growth at firms like OpenAI. Later, Michael Dempsey and Jonathan Godwin share insights on using AI in climate tech and advanced materials, all while exploring market dynamics and potential overcapacity in AI infrastructure.
