Since the launch of ChatGPT last year, analysts and tech enthusiasts can't seem to stop talking about artificial intelligence. Microsoft so far seems to be leading the push into the space thanks to its investment in ChatGPT creator OpenAI and its new AI additions to Bing. But the Xbox maker is far from the only company poised to benefit from the AI "tidal wave" overtaking the investing community, according to Baird.
"We've long admired Nvidia, its leader Jensen and the central role that they play in AI," Gerstner told CNBC's "Halftime Report." "Over the course of the last two years we've seen a massive acceleration, evidenced by OpenAI and the work that Microsoft is doing, what Google is doing, etc.
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