Nvidia Shows AI Opportunity Extends Beyond Hyperscalers

Hyperscalers’ capex boom is closely watched as the ultimate barometer of how long the AI cycle lasts. Nvidia’s earnings show demand broadening and rising faster elsewhere, reducing chipmakers’ overdependence on mega-cap tech. Ivan Feinseth, CIO at Tigress Financial, recaps Nvidia earnings and discusses his outlook on the broader sector as some big tech IPOs loom. -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg   Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: https://www.youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ   Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X: https://twitter.com/technology Facebook: https://www.facebook.com/BloombergTechnology Instagram: https://www.instagram.com/bloombergbusiness/   Follow Ed Ludlow on X here: https://twitter.com/EdLudlow Follow Caroline Hyde on X here: https://twitter.com/CarolineHydeTV   Listen to the daily Bloomberg Technology podcast here: https://www.bloomberg.com/podcasts/series/bloomberg-technology   More from Bloomberg Business Connect with us on... X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ TikTok: https://www.tiktok.com/@bloombergbusiness