Dan Ives

Big tech's $350, $360 billion, but it's going to spread.

Sovereigns, enterprises, rest of the world.

NVIDIA's going to continue to own that.

So concentrated today, when you look at three, four, five years ago, that concentration will continue, I think, to diminish as more players get into AI, but there's one chip fueling it, and it's NVIDIA.

Yeah.

Look, we should sue an AMD, clearly competition.

I think that we continue to be bullish on that in terms of getting more and more pieces of pie.

Huawei is a competitor, but that's the whole reason that you don't want to just give them full access to China because that will help them narrow the gap.

We're bullish, obviously, on Broadcom and others.

And I think, look, as this plays out, NVIDIA is years ahead of any other competition.

And even when you hear talk about, you know, U.S.

government and obviously, you know, SoftBank investing in Intel.

I mean, Intel is, you know, so many years behind.

You know, they continue to really have just a massive uphill battle.

And that's why NVIDIA is top of the mountain.

I mean, look, I was at practice last week, State College.

I told you, I think this is the year.

I think we win the natty.

We have some tough games at Oregon, Ohio State, but I think Big Ten continues to hold the mantle.

I like Al R. Singleton and Penn State.