Is Jensen Huang Finished At Nvidia? | Dan Ives

About this episode

Dan Ives is a partner at Yorkville Ives and one of Wall Street’s most closely followed tech analysts. In this conversation, we break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry. We also discuss Anthropic’s IPO, OpenAI, Tesla, SpaceX, Palantir, CoreWeave, Meta, and whether the AI bull market can survive this moment. =========================== Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com , and start your FREE automated trading strategy! =========================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp =========================== This episode is brought to you by GalaxyOne. Need cash but don’t want to sell your crypto? A GalaxyOne Portfolio Line of Credit lets you borrow against eligible crypto, including BTC, ETH, SOL, HYPE, and XRP, without selling. From Nov 4 to Dec 4, make a single draw of $10,000+ and earn a 2% cash bonus, up to $1,000. A 180-day hold with no principal repayments is required, and the offer is limited to the first 200 eligible clients. Borrowing involves risk, including variable interest and possible liquidation of your collateral. Lending is offered by GalaxyOne Lending LLC (NMLS ID: 2741667), and terms apply. Open a line → https://www.galaxy.app/promotions/ploc-november-2026 =========================== This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp . Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider. =========================== 0:00 - Intro 0:56 - Will Jensen Huang remain Nvidia CEO? 4:57 - What this means for China & US chip exports 9:03 - The spy story: what’s really going on? 16:10 - The most resilient bull market ever? 21:33 - Anthropic IPO & falling valuation 23:12 - Frontier models vs. their partners 27:12 - OpenAI going public 30:26 - Marvell merger, leverage & AI’s first-phase winners 35:21 - CoreWeave, Nebius & Palantir 37:36 - SpaceX, Tesla & the midterm fallout 41:11 - Cybercab, robotics & China’s lead 43:30 - Still bullish on AI? 45:08 - Meta’s comeback