Limitless Podcast Why It's Not Too Late To Invest in AI | Dan Ives
42 snips
Sep 2, 2025 
Dan Ives, tech research lead at Wedbush and creator of the Ives AI Revolution ETF, dives into the burgeoning AI landscape. He forecasts a staggering $2-4 trillion surge in tech spending and discusses critical players like NVIDIA. Ives examines the dynamics between large-cap and small-cap stocks, presenting emerging opportunities and risks. He intriguingly links AI with cryptocurrencies, predicting a revolutionary shift in finance. The conversation paints a thrilling picture of an industry that's just getting warmed up!
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We’re Early In A Multi-Year AI Build-Out
- Dan Ives says we are in the second inning of a decade-long AI build-out that will produce many derivative waves across industries.
- He forecasts $3–4 trillion in near-term AI spend and believes current pullbacks won't derail the structural trend.
Map Capital Flow From Chips To Use Cases
- Start your investment map with semiconductors, then hyperscalers, then software and use-case winners.
- Track cybersecurity, consumer and physical AI as later derivative opportunities to capture value.
Constraints Exist But Aren’t Immediate
- Power, geopolitics and supply chain are real constraints but not immediate blockers for AI build-out.
- Ives expects power limits to bite only once data-center penetration rises substantially, likely around 2028.