The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. The market and tech sector are looking more signs of monetization in the AI Revolution to drive tech stocks further. There will be a waiting period until Nvidia earnings at end of month, but chip activity out of Asia has accelerated over the last month. Overall, it’s crystal clear AI models and data infrastructure heading into next phase of the buildout which is very important for tech sector. And software companies now should start to better participate. For more, Carol Massar and Tim Stenovec speak with Dan Ives, Partner &amp; Senior Managing Director at Yorkville Ives See omnystudio.com/listener for privacy information.

 The Next Phase of the AI Buildout

Bloomberg Businessweek

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You're listening to Bloomberg Businessweek with Carol Masser and Tim Stenovec on Bloomberg Radio. All right, we do have a lot to talk about with Dan Ives. There is a lot to talk. Cerebris Systems just reporting falling 8%. Second quarter revenue disappoints. Core Weave surging after the AI spending frenzy spurred faster sales growth than anticipated, with sales expected to be $3.45 billion to $3.6 billion in the third quarter.

The Next Phase of the AI Buildout

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Next Phase of the AI Buildout

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.