Dan Ives
speaker
16 appearances
3 recordings
1 series
first heard Jul 2026
last heard 26 Jul
Dan Ives’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 3.
Appearances
This is an arms race.
It's third inning in the AI revolution.
Microsoft,
Amazon, Meta, no one's going to slow CapEx.
You slow it down, you get ultimately, you know, you're out of the line in terms of when it comes to capacity.
Bloomberg News Now · US Pauses Iran Strikes, Trump to Meet Netanyahu in DC, More · 26 Jul 2026
podcast
This is an arms race.
It's third inning in the AI revolution.
Microsoft.
Amazon, Meta, no one's going to slow CapEx.
You slow it down, you get ultimately, you know, you're out of the line in terms of when it comes to capacity.
Bloomberg News Now · Chip Stocks Fall Into Bear Market, SpaceX Tumbles From Peak, More · 17 Jul 2026
podcast
I think this is just called a white knuckle moment, no different than a mini deep seek moment to some extent.
The reality is like, look, models, you're gonna have 10X more models over the next five, seven years, vertical, geographic.
The reality is is that it's anthropic and open AI's world.
and everyone else paying rent relative to the models.
Gemini clearly narrowing the gap.
China, you're going to continue to see very good models come out of there, but it's my view, when you talk about broader spending, the trillions of dollars spent that you're going to see in AI, it's less about the models, it's about the data, it's about ultimately the build-out, and I think that is something that will get validated to Q earnings.
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