Dan Ives: We're Less Than 15% Through The AI Buildout
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Dan Ives puts the AI buildout at less than 15 percent complete, with trillions in capital still to be spent. Third inning, in his framing. That's why the white knuckle moments, circular financing worries, the SaaSpocalypse talk, don't move him much. He points to what he's seeing on the ground instead: data center construction in the US, chip demand across Asia, and the US ahead of China on tech for the first time in 30 years. Watch the full episode powered by WOLF Financial: https://youtu.be/ZkIi0BjFzXI?si=W3jvW9oXIwMaA7zY