28 May 2024: Sunil Garg shares his views in conversation with CNBC

Sunil Garg, Global Head of Research and Investments at Lighthouse Canton, recently shared his expert insights on CNBC regarding AI investments, highlighting the strong visibility and growth potential of hardware players like NVIDIA.‍

While emphasizing the clarity and attractiveness of these investments, he also cautions about the risks associated with downstream software companies investing heavily in CapEx without guaranteed returns.‍

Watch the full interaction below