Describes AI as fourth industrial revolution led by US, which is beating China in tech for first time in 30 years, creating tech-led market with leaders like Nvidia and Microsoft.
Dan Ives
Argues AI is not a bubble because only 3% of US companies have adopted AI (early stages), with second/third/fourth derivatives of big tech just starting to play out.
Dan Ives
Predicts tech bull market continues for another few years.
Asks Dan to respond to IBM CEO's skeptical comments about AI data center ROI and whether 'bubble' is appropriate term.
Erin Burnett
Dan Ives
Rejects bubble characterization, says only 3% of US companies have adopted AI, still early stages globally.
Dan Ives
Describes AI party just getting started, bears will watch from outside.