Bloomberg Talks Wedbush's Dan Ives Talks AI Tech Competition
Nov 26, 2025
Dan Ives, a Senior Analyst at Wedbush, dives into the AI tech landscape. He sees Nvidia as the cornerstone of the AI Revolution, asserting their dominance despite competitors. Ives highlights the explosive growth in enterprise AI demand while pointing out that consumer adoption lags behind. He also discusses Apple's potential to leverage its massive user base for AI and views Meta's investment under Zuckerberg as a strategic long-term play. Tesla's path to autonomy and Microsoft's position as a top stock are also key topics in this insightful conversation.
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F1 Pit Complexity Brings Perspective
- Dan Ives described the visceral complexity and loudness of an F1 pit, noting headset communications to drivers.
- He compared the live pit experience to what viewers miss on TV to illustrate behind-the-scenes intensity.
NVIDIA Is The AI Foundation
- NVIDIA currently serves as the dominant chip supplier powering the AI revolution worldwide.
- Dan Ives argues demand vastly outstrips NVIDIA supply, making it the central AI infrastructure play.
AI Chip Demand Far Outpaces Supply
- Demand for NVIDIA GPUs exceeds supply by roughly 12 to 1, creating severe scarcity.
- Dan Ives sees competitors like Google's TPU as years behind and only occasionally