Oracle is mentioned as a customer of Nvidia that may face a 15% cost increase for data centers due to rising memory chip prices.
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Dan Ives: Is the AI Infrastructure Race Heading for a Crash?
Aug 25, 2026
Dan Ives discusses the AI infrastructure race, highlighting Nvidia's rumored price hike as a bullish indicator for the tech sector, signaling an accelerating AI super cycle. He notes that memory costs are driving these price increases, with equilibrium not expected until late 2028. Despite rapid stock returns, Ives believes Nvidia is uniquely positioned to benefit from the ongoing AI revolution.
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Microsoft is mentioned as a customer of Nvidia that may face a 15% cost increase for data centers due to rising memory chip prices.
Alphabet is mentioned as a customer of Nvidia that may face a 15% cost increase for data centers due to rising memory chip prices.
Apple is mentioned in the context of rising memory chip costs and its search for cost efficiencies, potentially looking at chips from China.
Dan Ives views Nvidia's rumored 15% price hike for data centers as a strong bullish indicator for the AI infrastructure race, signaling an accelerating super cycle.
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NVDAbuy opened Aug 25, 2026
+2.30%