Dan Ives

Look, I think this is just now, it's showing the next phase of the AI revolutions now starting to play out, especially when you combine it with hyperscalers and everything we've seen from Palantir, now Snowflake, MongoDB, the use cases are expanding.

Yeah.

Paul, look, they're caught in the middle between U.S.

and China.

But the reality is Jensen's 10 percent politician, 90 percent CEO.

And Trump administration knows biggest chip on the poker table is NVIDIA.

So as this all plays out there, it's a pay for play model.

They're going to have access to China, even if it's restricted.

And that's going to add an incremental, what, two, five, six billion per quarter.

And, you know, even though Beijing saying, telling, you know, maybe companies, you don't want to buy NVIDIA chips.

That's like telling a kid not to eat candy.

Big tech in China wants NVIDIA chips.

Yeah, look, I think it's noise in terms of any quote-unquote like mist.

Because when you factor China in, it's basically over a billion and a half feet.

They're seeing demand accelerate.

I mean, no region is not showing accelerations.

And now you're starting to factor in what's going to happen in the Middle East, what's going to happen in China, what's going to happen in the rest of the world.

And you're really talking about one chip that's fueling it.

So when I look in a video, I think there's a $5 trillion mark cap potentially by a year under early 26.

And it's just further validation for the AI revolution thesis.