Bloomberg Surveillance · Monday, September 14, 2026
Dan Ives predicts that AI models like Claude and ChatGPT will continue to improve but will eventually become commoditized over time, with the value shifting to the data used to train them. This trend is why companies like NVIDIA and Palantir are focusing heavily on data, which is considered the 'golden goose' in the AI ecosystem.
“Tom, I think it's also the models over time will become more commoditized.”
“You talk about software companies, you talk about what's happening in cybersecurity infrastructure. You're now going to the second, third, fourth derivative because of the trillions of dollars being spent. Claude, when you see Chad GPT, those models are going to continue to get better and better. But it's about the data. That's why sovereign AI... NVIDIA, Palantir's talked about that front and center.”
“That ultimately is really the golden goose.”