In this discussion, tech expert Dan Ives from Wedbush Securities predicts a multi-year tech bull market driven by AI advancements. He dissects the roles of Nvidia and Qualcomm in shaping this landscape, emphasizing Qualcomm's ambitious AI initiatives. The conversation delves into the competitive dynamics in chip development, the tightrope balancing act between the U.S. and China, and how Intel's challenges linger. Ives also hints at potential major shifts in the stock market as AI continues to evolve, pointing to significant growth opportunities.

Vinesh Sukumar, a key player at Qualcomm specializing in on-device AI technology and an Olympic competitor, joins the hosts for a deep dive into AI's transformative role in sports. He discusses how Qualcomm's innovations enhance training and fan engagement at events like the Olympics. The conversation also touches on the importance of personalized AI experiences in everyday life, tackling privacy challenges while revolutionizing tasks such as photo editing and creative tools. Vinesh's insights offer an exciting glimpse into the future of AI-powered interactions.