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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

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    August 28, 2025 at 11:42 am

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Bloomberg Technology

Tech Mostly Higher After Democrats Win Control of Congress

Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks…

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Bloomberg’s Carol Massar takes a look at what a blue wave means for the tech sector after Democrats won control of the US House and Senate in the midterm elections. Plus, AMD’s forecast exceeds estimates as chip demand soars, showing the semiconductor supercycle still has legs. And the AI capital raise continues, as Meta kicks off a six-part debut euro bond offering, adding to a record wave of corporate bond deals in Europe.

00:00:00 – Bloomberg Tech Begins
00:00:52 – Isabelle Lee on markets after elections
00:02:27 – Tyler Kendall on Democrats huge wins in Midterms
00:05:09 – Brody Ford on Blue wave effect on data center build out
00:06:54 – Jordan Fitzgerald on Musk firms may face higher regulation
00:09:54 – Ian King on Qualcomm
00:12:02 – John Vinh, Keybanc Capital Markets on AMD and Qualcomm
00:17:59 – Ygal Arounian, Wedbush on Uber 3Q Earnings
00:24:43 – Michael Shepard on Tech-Washington Ties
00:28:31 – Robert Schiffman on Meta Euro Bond Debut
00:32:05 – Arushi Sharma Frank, Luminary Strategies on data center post-election
00:39:35 – Anis Uzzaman, Pegasus Tech Ventures on AI opportunities
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Bloomberg Technology

Data Center Buildout Could Help Energy Prices

Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for…

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Data centers can be assets to energy resources and the power grid, says Arushi Sharma Frank, founder and CEO of Luminary Strategies. The former US energy market policy lead at Tesla discusses how the midterm results could impact the AI buildout, and why Elon Musk’s plan to put data centers in space offers diversification for the chip sector. She joins Carol Massar on “Bloomberg Tech.”
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Bloomberg Technology

AI Buildout Faces Upheaval After US Election Rout

Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar…

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Democrat Gina Hinojosa’s win in the Texas governor’s race exemplifies the uphill battle the data center buildout could face in the wake of the midterms. Election results threaten to slow infrastructure development and hamper the pace of AI rollouts that companies are counting on to boost their bottom lines. Bloomberg’s Brody Ford joins Carol Massar on “Bloomberg Tech.”
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