Futurum president Dan O'Brian sits down with Sam Vadas to talk about Nvidia's (NVDA) earnings and the ripple effects it created across tech stocks. He outlines how the numbers don't just show demand for AI chips, but the whole AI stack. He points to data centers and energy companies as key beneficiaries. Dan turns to the quantum computing space as another portion of tech investors should keep an eye on after the Federal government distributed $2 billion to several companies, including IBM Corp. (IBM).