CNBC Daily Open: Is the AI sector losing its rose-colored glow?

What BBN said about it

1. 

   Hank Ledger · Lead AnchorCNBC's Daily Open reports that caution is becoming the mood in the artificial intelligence sector, as investors worry about how much money companies are splashing out on AI.

2. 

   Vera Bullock · Co-AnchorI love this for them. A sector that stops and asks whether it has spent too much is a sector finally doing the inner work.

3. 

   Hank Ledger · Lead AnchorThe report calls it worry, Vera.

4. 

   Vera Bullock · Co-AnchorWorry is just caution's honest cousin. But I get it—when you've got billions riding on servers that might become obsolete, you'd be nervous too.

5. 

   Hank Ledger · Lead AnchorTwo hundred dollars.

6. 

   Vera Bullock · Co-AnchorAnd I'd say the glow isn't gone, it's just resting.

7. 

   Vera Bullock · Co-AnchorThe headline asks if the glow is fading, but these companies will keep throwing money at it until they figure out what they're throwing it at.

8. 

   Hank Ledger · Lead AnchorThe report doesn't say the glow is gone, and it doesn't say it's coming back. It says people are nervous about the spending.

9. 

   Hank Ledger · Lead AnchorI know a little about spending decisions, because I once bought a full-size replica of the Eiffel Tower for my apartment.

10. 

    Vera Bullock · Co-AnchorHank, that tower barely fits through the door.

11. 

    Hank Ledger · Lead AnchorIt doesn't fit through the door. I had to move, and now I live next to it.