Despite increased market volatility on Friday, Ives maintained a bullish view on AI. The tech analyst believes that 2027 will be an important inflection point, and the commercialization of AI is expected to support the industry's high capital expenses at that time. He said that AI will not be monetized overnight, and pointed out that impressive cloud business data and capital expenses are at the core of the investment logic. Yorkville Ives partner and senior managing director Dan Ives said on Friday that the disruptive effects of artificial intelligence are becoming more prominent during the tech earnings season. He wrote on the X platform: “The disruption brought about by AI is fully demonstrated in this round of technology financial reports. It is difficult for the market to determine which companies and sectors will become disruptors, and which will be disrupted. As we've always said, the AI transformation won't go all the way up, but there are still winners, and the core logic we are bullish on hasn't changed.”
Zhitongcaijing·11/01/2026 06:25:03
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Despite increased market volatility on Friday, Ives maintained a bullish view on AI. The tech analyst believes that 2027 will be an important inflection point, and the commercialization of AI is expected to support the industry's high capital expenses at that time. He said that AI will not be monetized overnight, and pointed out that impressive cloud business data and capital expenses are at the core of the investment logic. Yorkville Ives partner and senior managing director Dan Ives said on Friday that the disruptive effects of artificial intelligence are becoming more prominent during the tech earnings season. He wrote on the X platform: “The disruption brought about by AI is fully demonstrated in this round of technology financial reports. It is difficult for the market to determine which companies and sectors will become disruptors, and which will be disrupted. As we've always said, the AI transformation won't go all the way up, but there are still winners, and the core logic we are bullish on hasn't changed.”