Dan Ives: AI buildout not seeing any cracks in demand

Your next guest just returned from a two-eek trip to Asia for a check on AI demand says he saw more bullish signs for the sector. Joining us, Dan Ives, global head of tech research at Wedbush number one. Thanks for coming in because you must be spectacularly jetlagged.>> But that's why coffee is great. >> Oh yeah, if and hopefully ours here is doing the trick. Um I'm sure you know people like to give you the business about being too optimistic.>> Now you've been optimistic. You've also been right. I mean, w ...