"AI is an enormous opportunity," Smith said Tuesday on CNBC's " Squawk on the Street ."
The internet was one to start with ... maybe you talk about cryptocurrency blockchain and then you might talk about AI."
Smith said AI is an "enormous opportunity" for Salesforce , the software company that he took an activist stake in in 2022.
Revenue growth did slow a little bit, which was expected," Smith said of Salesforce.
Smith said he's also bullish on software name Splunk , which he said is slightly behind Salesforce in terms of execution.
Persons:
Jeff Smith, Smith, blockchain, chatbot, they've, Salesforce, there's, he's
Organizations:
Nvidia, Ramius
Locations:
York