The AI sector will experience a 'bubble' leading to a shakeout of 'real players,' but established AI companies (like Nvidia and AMD, though they may take a short-term hit) will be 'okay overall' and the sector has 'room to run' due to being in its early stages, implying significant long-term growth for established players.
"That's just going to be the AI bubble coming into play and seeing which ones are real players or not. Okay, those will be okay overall. We're just really getting started on the AI side and so there's room to run."