Dan Ives

speaker

601 appearances 28 recordings 7 series first heard Dec 2024 last heard 24 Jun

Dan Ives’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 26 in all, peaking in Jun 2026 with 12.

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Now, for the first time in 30 years, the U.S.

is ahead of China when it comes to tech.

There's one chip in the world fueling the AI revolution.

It's led by Godfather of AI, Jensen.

You look at the hyperscalers, you look what Palantir's done, Mongo's done.

The reality is that Huawei, China, they'll narrow the gap a bit,

But U.S.

is years ahead of everyone else in the world when it comes to tech.

And that's why in my view, you want to invest in U.S.

tech stocks now.

So I don't, like days like, if I look over the last week, the amount of panic and white knuckles that we see is very high.

But for someone like myself, I view that more as opportunities because I see where the demand is.

You have 3% of U.S.

companies that have gone down the AI path.

You have more data centers under construction today than active data centers.

Europe, Middle East just started, and Asia, Ex-China, less than 1%.

So I'll take that bet, as well as also it's the multiplier.

For every dollar spent on a video chip, it's an $8 to $10 multiplier across the rest of tech.

And that speaks to my view like,

to call this a bubble, to say that this is one where, you know, this is the end of the road.

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