The View from Davos with Wedbush’s Daniel Ives

AI adoption is broadening, use cases are becoming more physical, and the path for technology-led growth is long.

From Davos, Daniel Newman catches up with Daniel Ives, Managing Director and Global Head of Technology Research at Wedbush Securities, to take the pulse of a market moving into the next phase of the AI cycle.
Set against geopolitics, policy debates, and global competition, the conversation looks past the headlines to what is actually changing. Ives explains why the AI narrative is moving toward enterprise software, modernization, and ROI, and why this moment feels less like a bubble and more like the early stages of a multi-year buildout.

From hyperscalers and cybersecurity to physical AI and robotics, confidence is building that monetization is beginning to align with investment. Rather than dwelling on short-term valuation swings, focus should remain on structural drivers, enterprise data, collaboration between AI labs and businesses, and the infrastructure required to support what comes next.

Key Takeaways Include:
🔷 Enterprise AI is entering its monetization phase: The conversation points to software modernization, cybersecurity, and enterprise platforms as the next major drivers of AI value creation.
🔷 AI investment is part of a long build cycle: Ives frames the current moment as year three of an eight-to-ten-year transformation, not a late-cycle peak.
🔷 Physical AI is the next frontier: Robotics, autonomy, and real-world AI applications are emerging as the next multi-trillion-dollar opportunity.
🔷 Collaboration unlocks ROI: The combination of advanced models from AI labs and high-value enterprise data is where scalable impact begins.
🔷 Geopolitics and energy matter: Semiconductor supply chains, energy access, and national competitiveness are increasingly intertwined with AI leadership.

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Disclaimer: Six Five Media’s The View from Davos is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we ask that you do not treat us as such.