BNN Bloomberg: Is a slowdown in AI development enough to cool the massive spending behind it?

Our CEO and Managing Partner Edward O’Gorman, MBA, CFA joined BNN Bloomberg to discuss why pacing AI development may not slow data center and infrastructure spending, and where he continues to see opportunities across the space.

Ed also shared his outlook for interest rates and inflation, including why higher rates could put pressure on AI financing and what persistent inflation means for consumers and the broader economy.

Watch the full segment below.

Source: “Anthropic CEO Calls for AI Build Slowdown.” BNN Bloomberg, September 14, 2026. https://www.bnnbloomberg.ca/video/shows/the-open/2026/09/14/anthropic-ceo-calls-for-ai-build-slowdown/.

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