Dan Ives: US leads China in tech "because of this Al revolution."

Market Trend & Industry Dynamics - The US is ahead of China in tech for the first time in 30 years due to the AI revolution [1] - The AI revolution is viewed as a fourth industrial revolution [1] - The market is underestimating the demand and the cycle related to AI [1] - The current buildout is in year three of a 10-year cycle [2] Investment Opportunity & Potential Risk - Earnings numbers are underestimated by approximately 20-30% in the next one to two years [2] - Q3 earnings will validate the exploding use cases of AI [2] - The acceleration of AI use cases is expected to continue [2]