Apple is catching up with the AI revolution: Dan Ives

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Dan Ives,Alphabet,Fourth Industrial Revolution

As Big Tech companies reported earnings, they also revealed a massive wave of planned spending on AI projects and infrastructure. Some companies like...

Wedbush Securities Managing Director Dan Ives joins The Morning Brief to discuss what he calls"the fourth industrial revolution" in AI and Apple 's advances on the front.

The title of it almost says it all A I revolution spending tidal wave is well under way that's been seen in Q one results.Look, I think it shows this revolution demonization is actually now starting and it's not just about godfather of A I Jensen NVIDIA and what Nadel is doing to Redmond now it's the rest of tech.I mean, th th those are just robust numbers, you're seeing it play out across other areas.And what and what I believe is gonna be the rest of the software and semis.

But I'm curious from your perspective, what do you anticipate to hear from cooking company in terms of what their strategy is going to look like?

Source: News Formal (newsformal.com)

Dan Ives Alphabet Fourth Industrial Revolution

 

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