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Intel Jumps on Recovery, Big Tech Earnings Preview

Bloomberg Tech

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The Dispersion of Artificial Intelligence in the Economy

We do this every quarter now, track the number of times AI as a phrase or word is mentioned on an earnings call. What's fascinating about the analysis we did 90 days ago was that we saw much more dispersion for artificial intelligence than we did for mobile back at the start of the iPhone cycle. So that gives us a little bit of confidence that this could be even bigger than other big cycles we've seen in the past, like mobile.

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