Dan Ives
speaker
334 appearances
1 recordings
1 series
first heard Jul 2026
last heard 27 Jul
Dan Ives’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
they will continue to be massively successful because of the hyperscalers.
But you can't just forget about the ones that ultimately will be probably the biggest winners in the whole thing in terms of big tech.
Because remember, a lot of times there's a view, Mag7's not important anymore, it's idiosyncratic, it's really more memory and chips that you have to focus on relative to broader tech.
I disagree, because...
When you think about the endgame here, the ones that will benefit the most are the hyperscalers versus just the... when you start to segment it to, like, the memory or other players on the chip side.
Mm-hmm.
Look, I just think the biggest bottleneck in this country is energy.
I don't even think there's a debate.
And we can say we talk about the data center build-out, but I think energy continues to be the biggest debate.
Because look, we need three to four acts more energy to ultimately, if we went to
20, 25% of companies fully embracing AI in terms like stat.
You need three to four acts more energy.
And where that's coming, is it pipeline?
You know, is it grid?
Is it nat gas?
You know what I'm saying?
Is it like, yeah, I mean, you know, obviously you talk about space, but it's like nuclear, you know, and then you start to go to like fission, nuclear fusion.
I think that right now is the biggest question, because we have the technology, but at one point, you hit an energy shortage.
And I think that's something where that right now, there's a race going on.
That probably, look, that doesn't happen for another, call it two, three years.
Showing 221–240 of 334 · page 12 of 17
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