Dan Ives Is Still Bullish on Nvidia: ‘We’re in the 3rd Inning of the AI Revolution,’ and Demand Is Outpacing Supply “12 to 1”

Dan Ives Is Still Bullish on Nvidia: ‘We’re in the 3rd Inning of the AI Revolution,’ and Demand Is Outpacing Supply “12 to 1”

Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.

Nvidia's US$750 billion deals revive fear of AI circular financing

Nvidia's $750 Billion Deals Revive Fear of AI Circular Financing

Dan Ives: We are in the third inning of the AI revolution

Dan Ives, Partner and Senior Managing Director at Yorkville Ives & Co., said AI spending remains in its early stages, Nvidia demand is unmatched, and enterprise adoption will continue driving tech investment.

Nvidia’s $750 Billion Deals Revive Fear of AI Circular Financing

Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.

AI Investments Still Are Early

Gene Munster is a great stock market analyst. He says the recent Nasdaq selloff (~7% in July) is a healthy reset, not a breakdown. We are still in the “third inning” of AI wealth creation (not the technology rollout itself). Investors are nervous about the law of large numbers and sustainability of ultra-high growth rates, ...

Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips)

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade-Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles...