Wedbush分析师 Dan Ives表示:“在人工智能教父黄仁勋和英伟达的引领下,供应链对人工智能芯片的需求空前高涨,随着人工智能用例在企业中的爆炸式增长,最终将引发企业支出的浪潮。我们认为,随着下一代人工智能基础设施的建立,从现在到2027年,整个人工智能基础设施市场的机会可能会增长10倍。我们估计,未来3年,人工智能资本支出将达到1万亿美元。” ...
What Happened: Last week, Ives reiterated his bullish outlook on Nvidia, drawing a comparison to one of the greatest basketball players in history. Ives told Bloomberg, “If you look at Nvidia ...
When longtime tech sector analyst Dan Ives of Wedbush speaks, investors tend to listen. He's one of the more prominent voices in stock punditry, and more than a few of his calls have proved to be ...