Squawk on the Street SOTS 2nd Hour: Goldman's Chief U.S. Economist, Ford Takeaways, & New Consumer Data 10/24/25
Oct 24, 2025
Chase Lockmiller, Co-founder and CEO of Crusoe, discusses their recent $10B+ funding round and the company’s innovative energy-first approach to AI infrastructure. He delves into the significance of building data centers that prioritize sustainability. The conversation also touches on the demand for diverse chip generations and how this expansion aims to support the growing AI market. Lockmiller's insights on balancing energy needs with tech growth highlight the evolving landscape of digital infrastructure.
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AI-Driven Productivity May Alter Labor Dynamics
- Faster productivity from AI could raise frictional unemployment as workers switch jobs more often.
- That dynamic can put temporary downward pressure on inflation, allowing lower rates.
Auto CEOs Focus On Demand And Supply Health
- Former Ford CEO Mark Fields recounts automakers' focus on gauging demand and cutting costs amid rising global competition.
- He highlights strained smaller suppliers and industry moves to shore up the supply chain.
EV Growth Will Be Gradual Not Explosive
- EV adoption will grow but slower than automakers expected after federal incentives waned.
- Automakers are taking impairment charges and will adjust to a lower EV demand curve.
