Nvidia will be the ‘best beneficiary’ of AI spending, says Morgan Stanley’s Joseph Moore

Joseph Moore. Joseph, good to see you. How are you differentiating between what companies are going to benefit in this next leg of AI spend and how much.>> Yeah, well, I think everyone's going to benefit. Um, this is a very strong environment and I think for the last 6 months there's been this laundry list of concerns around Chinese competition. >> Yeah.around competition around uh issues with Chinese Chinese encroachment hardware issues product delays and underlying that there's been this very strong growt ...