AI vs dot-com bubble: Why this $1T revolution is different Kenny Polcari, Phil Rosen, and Jessica Inskip argue that the $1 trillion AI infrastructure build-out is a genuine industrial revolution fueled by real earnings, unlike the speculative dot-com bubble. Host Kenny Polcari joins Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip to explain why the $1 trillion AI infrastructure build-out is a true industrial revolution driven by real earnings, rather than a repeat of the dot-com bubble.