Dan Ives Says Nvidia Demand Is Outpacing Supply "12 to 1." Here's What That Means for the Stock's Next Move.

Tech analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, suggesting significant upside potential despite the stock's modest 4% year-to-date returns. With major tech companies like Alphabet, Amazon, and Microsoft aggressively increasing AI capital expenditures and Nvidia posting 85% revenue growth, the analyst believes the AI revolution is still in early innings, particularly with physical AI applications yet to materialize.