Nvidia, Others to Build $3-4 Trillion Market Caps on AI: Dan Ives

Published: Aug 28, 2024 Duration: 00:02:15 Category: News & Politics
Tags : Technology ai Markets Artificial Intelligence NVIDIA Corp. earnings apple inc. Bullish chips Daniel Ives Microsoft Corp. Wedbush Morgan Securities
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You actually have been in Asia a lot and you've been looking at the factories and you've been talking to people who are the buyers of some of these chips, the producers, to understand exactly how much demand there is. What have you seen that gives you such confidence that this really is a take off story even now with some questions about how long the Magnificent Three or four US big tech companies can continue to support it. And we'll be going back to Asia. And next week, ,000,000,000,000 of CapEx is what we see from an AI perspective over next three years. You go back six months ago, we thought that was 500 billion. And so every quarter, if you look at the underlying demand, not just from Hyperscalers, but eventually it's going to be other enterprises, it's just starting. So all of our checks are showing demand's actually continuing to accelerate. You know, it's fair to bet yields are improving from production perspective. They're the only game in town use cases are coming through. We saw that with power. And here you see that with service now. Now this fourth industrial revolution, Rome wasn't built in a day. Neither was a revolution. It's starting to come together. Anyone that thinks this is hype, you listen to conference calls in video AMD, Microsoft, Palantir and others. The now know what watch Party News Bears are, but they're not. They're not listening to the calls that I am. You say it's LeBron in high school. Why isn't it Zion Williamson? Why couldn't we end up with a situation where we actually get real competition and it just doesn't do that well anymore? How big is this moat around this company? Yeah, and I think it's a great question. Right now, the only game in town, AMD and obviously Lisa, Sue and others are going to benefit. The reason this is a LeBron in high school is because they are so ahead of any other competitor. And right now they're the only game in town. The new gold, the new oil, the dam, the chips. And when you come away from that conference call last night and I get after hours and embarrass will come out. But there's nothing that makes me think that we don't have a year from now. For us, you have three or $4 trillion markups. Godfather of AI Nvidia, What's happening in Cupertino with the supercycle starting off on an iPhone 16 and what's happening there in Redmond.

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