Asks Dan Ives if he shares Jim's view that current economic divergence can continue.
Erin Burnett
Dan Ives
States this is an AI-led fourth industrial revolution with US leading China in tech for first time in 30 years, creating a tech-led market.
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.