Bloomberg Talks Wedbush Securities' Dan Ives Talks Nvidia
Aug 28, 2025
Dan Ives, Senior equity analyst and global head of tech research at Wedbush Securities, offers deep insights into Nvidia’s soaring success. He discusses the company's stellar second-quarter results and its impressive growth outside China. Ives anticipates Nvidia could hit a $5 trillion market cap soon. The conversation dives into the explosion of demand for AI-driven data center solutions and how geopolitical tensions shape market dynamics. With Nvidia's strong positioning against competitors, the future of tech stocks looks brighter, especially with AI at the helm.
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NVIDIA Quarter Validates AI Growth
- Dan Ives views NVIDIA's quarter as robust and a validation that the AI story is entering a new growth stage.
- He calls the results bullish and says the AI revolution is now playing out into the next growth phase.
NVIDIA As The AI Powerhouse
- Ives says NVIDIA is the dominant supplier fueling the AI revolution driven by Jensen Huang's leadership.
- He highlights accelerating CapEx and expanding use cases across hyperscalers and enterprise software vendors.
China Adds Significant Incremental Demand
- Ives frames NVIDIA between U.S. and China policy but expects access to China even if restricted.
- He predicts China sales add incremental billions per quarter because Chinese big tech wants NVIDIA chips.