Morgan Stanley: Slower AI frontier pace won’t change infrastructure demand
Dan Simkowitz says a pause or slower development at the AI frontier would not alter the core dynamics behind AI infrastructure buildout demand, per a CNBC interview.
Morgan Stanley co-president Dan Simkowitz said in a CNBC interview that even if AI development slows or pauses, it would not change the underlying fundamentals of the AI infrastructure buildout. He said a pause or slower release pace at the frontier does not alter the core dynamics.