Forget $5 Trillion, Dan Ives Thinks Nvidia Is $6 Trillion Company In Making

The ‘Godfather’ Of AI RevolutionWhile some investors are demanding immediate proof of further growth, Ives argues that we are only in year three of an 8 to 10-year build-out. “There’s one chip in the world fueling the AI revolution, and that’s Nvidia,” Ives stated, referring to CEO Jensen Huang as the “Godfather of AI.”He noted that the demand-to-supply ratio for Nvidia's chips currently sits at a staggering 12-to-1, a gap that suggests the company is “sandbagging” its long-term guidance by 20% to 30%.A $6 ...