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BG
Bob Greifeld
Cornerstone Financial Tech Management (co-founder); former Nasdaq CEO
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
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Bob Greifeld (Cornerstone Financial Tech Management, ex-Nasdaq CEO) tells CNBC Nvidia's stock should go up because widening the financing circle to third parties lessens Nvidia's own vendor-financing risk and lets the market set rates.
when you think about it the stock should go up because in a certain way they've lessened their rights right so they started with situation where they're providing product to the customer costs paying for it then they're in the business of vendor financing.
Nvidia since this was said: ▲ +2.8% · 224.1 → 230.4 · as of 2026-09-04
Bob Greifeld (Cornerstone Financial Tech Management) tells CNBC that with more parties in Nvidia's financing circle there is leverage at every point, so nobody really knows how much leverage is in the AI financing system.
So one there's more people in the circle and this points of leverage in every part of the circle so we don't really know how much leveraging is in the system as we go through that.
Nasdaq since this was said: ▼ -0.3% · 26,588 → 26,507 · as of 2026-09-04
Bob Greifeld (Cornerstone Financial Tech Management) tells CNBC that because LLMs were built for effectiveness not efficiency, the compute needed per LLM task will fall roughly a hundredfold over the next decade, a risk for lending against data-center equipment.
so i would think that the compute power required to do a given task in an llm is going to go down a hundredfold
Nasdaq since this was said: ▼ -0.3% · 26,588 → 26,507 · as of 2026-09-04
Bob Greifeld (Cornerstone Financial Tech Management) tells CNBC he agrees that older GPUs such as 2020-era A100s have longer useful lives than people assumed a couple of months ago.
It does i'm in violent agreement with that i believe the useful life of these computers be longer than people were talking about you know just a couple months ago
Nasdaq since this was said: ▼ -0.3% · 26,588 → 26,507 · as of 2026-09-04
Bob Greifeld (Cornerstone Financial Tech Management) tells CNBC that over the next decade the 7.6 billion phones in people's hands will run LLMs/SLMs on-device, making edge computing a real player against data centers.
so over the next decade you're going to see edge computing be a real play in the race so certainly in the next number of years.
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