Dan Ives and Mandeep Singh on Nvidia earnings

Experts analyze Nvidia's impressive earnings, highlighting breakthroughs in their Blackwell chip architecture. They discuss concerns over networking revenue and the impact of geopolitical tensions. The conversation dives into how Nvidia's growth influences the AI and tech sectors, with potential market catalysts on the horizon. Future prospects for artificial intelligence are also explored, showcasing competition and innovative tech models that promise exciting growth in the industry.