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Thiel Capital's Jack Selby says markets have 'under-appreciated' Middle East's AI impact
Posted
April 30, 2026
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0:20Now PlayingThiel Capital Managing Director Jack Selby sat down with CNBC's Robert Frank to discuss the Middle East's capex spending on AI and AI infrastructure.
"If the Middle East starts taking some of these projects offline ... the impact on the market could be much, much, much larger than what it is currently priced in," Selby said.
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