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Dan Ives is still bullish on Nvidia #tech

Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI. During a conference call with analysts Wednesday, the company’s leadership rejected the notion that interest in deploying AI infrastructure was flagging.  “The opportunity ahead is immense,” Chief Executive Officer Jensen Huang said. “We see $3 trillion to $4 trillion…

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Dan Ives, Global Head: Technology at Wedbush Securities, breaks down Nvidia earnings and offers his outlook for AI.

During a conference call with analysts Wednesday, the company’s leadership rejected the notion that interest in deploying AI infrastructure was flagging. 
“The opportunity ahead is immense,” Chief Executive Officer Jensen Huang said. “We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade.”
The company also approved an additional $60 billion in stock buybacks. Nvidia had $14.7 billion remaining under its previous repurchase plan at the end of the second quarter.
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7 Comments

7 Comments

  1. @760GM

    August 28, 2025 at 11:42 am

    Is that the women’s washroom behind him 😂

  2. @SamuraiZen1980

    August 28, 2025 at 12:10 pm

    China will never buy NVDA

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    August 28, 2025 at 2:55 pm

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    August 28, 2025 at 3:27 pm

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Bloomberg Technology

Columbia Threadneedle’s Wade Sees AI Buoying Tech Rally

The boom in artificial-intelligence spending is actually accelerating, setting up the rally in tech stocks to continue for at least another couple of quarters, according to Tiffany Wade, a senior portfolio manager at Columbia Threadneedle Investments. She speaks with Ed Ludlow on Bloomberg Television’s “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…

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The boom in artificial-intelligence spending is actually accelerating, setting up the rally in tech stocks to continue for at least another couple of quarters, according to Tiffany Wade, a senior portfolio manager at Columbia Threadneedle Investments. She speaks with Ed Ludlow on Bloomberg Television’s “Bloomberg Tech.”
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Bloomberg Technology

SpaceX Kicks Off High-Grade Bond Sale | Bloomberg Tech 6/22/2026

Bloomberg’s Ed Ludlow breaks down SpaceX’s first-ever investment-grade bond offering following its record-breaking IPO. Plus, Micron strikes an AI Infrastructure agreement with Anthropic to drive enterprise AI adoption. And Chevron signs a 20-year deal with Microsoft to power a West Texas data center that could be one of the biggest in the US. Chapters: 00:00:00…

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Bloomberg’s Ed Ludlow breaks down SpaceX’s first-ever investment-grade bond offering following its record-breaking IPO. Plus, Micron strikes an AI Infrastructure agreement with Anthropic to drive enterprise AI adoption. And Chevron signs a 20-year deal with Microsoft to power a West Texas data center that could be one of the biggest in the US.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:43 – Robert Schiffman, Bloomberg Intelligence
00:05:38 – Tiffany Wade, Columbia Threadneedle
00:12:01 – Kevin Crowley & Kurt Wagner, Bloomberg News
00:19:47 – Mark Gurman, Bloomberg News
00:24:33 – Jake Silverman, Bloomberg Intelligence
00:29:30 – Tuhin Srivastava, Baseten & Apoorv Agrawal, Altimeter
00:40:35 – Spencer Soper, Bloomberg News
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

AI-Services Startup Baseten Nabs $13 Billion Valuation

Baseten, which provides software and computing capacity to companies tapping into lower-cost AI models, just closed a $1.5 billion Series F round at a $13 billion valuation. Baseten CEO Tuhin Srivastava and Apoorv Agrawal, partner at Altimeter, which co-lead this round, sit down with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to…

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Baseten, which provides software and computing capacity to companies tapping into lower-cost AI models, just closed a $1.5 billion Series F round at a $13 billion valuation. Baseten CEO Tuhin Srivastava and Apoorv Agrawal, partner at Altimeter, which co-lead this round, sit down with Ed Ludlow on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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