Dan Ives Is Still Bullish on Nvidia: ‘We’re in the 3rd Inning of the AI Revolution,’ and Demand Is Outpacing Supply “12 to 1”
Source: 24/7 Wall St.· AJ Tiarsmith· July 27, 2026
SynaBot summary
Analyst Dan Ives maintains a strong outlook on Nvidia, asserting the AI revolution is in its early stages. He highlights an extreme demand imbalance for Nvidia's chips, indicating the current buildout is just beginning.
Key takeaways
- Nvidia chip demand significantly exceeds supply.
- AI revolution is still in its early phases.
- Major tech firms are increasing AI infrastructure spending.
- Supply chain constraints continue to affect AI hardware.
Why it matters
This persistent demand for AI hardware impacts the availability and cost of advanced AI tools. Businesses relying on AI assistants may face longer wait times or higher expenses for essential computing power.
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