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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

OpenAI Pushes for Policies to Offset AI’s Impact | Bloomberg Tech 4/6/2026

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis…

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Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA’s Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years.
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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

New Dark Comedy Takes Aim at Wannabee Tech Titan

AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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AMC’s dark comedy The Audacity takes aim at the greed and cynicism of Silicon Valley. Executive Producer Jonathan Glatzer and actor Billy Magnussen discuss how real-world events imitate the show’s narrative with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

SpaceX Expected to Kick Off a Wave of Mega IPOs

SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed…

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SpaceX is preparing for its market debut at a valuation that could top $2 trillion, according to sources. It’s expected to be the first in a bumper crop of mega initial public offerings in the next 12 months. Lise Buyer, founder and partner at IPO advisory firm Class V Group, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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