Bloomberg Surveillance Single Best Idea with Tom Keene: Dan Ives & Drew Matus
Feb 26, 2026
Discussion of NVIDIA’s blowout results and why its data-center growth defies typical limits. Analysis of NVIDIA’s future trajectory and market expectations. Conversation on AI hype versus reality, framing AI as a productivity amplifier rather than an imminent jobs apocalypse. Brief look at a new AI summarization feature for a major financial terminal.
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NVIDIA Data Center Growth Defies Law Of Large Numbers
- NVIDIA's data center growth is far above expectations, showing rare outperformance in the chip cycle.
- Dan Ives cites 70–77% quarter growth and suggests next-year revenue could move from 30% toward 40%, calling the numbers Michael Jordan-like.
Street Estimates Miss NVIDIA's Momentum
- Street estimates materially underpriced NVIDIA's performance, especially in data center revenue.
- Dan Ives notes beats of five to seven hundred basis points and whispers implying 70%+ growth into next quarter.
AI Augments Workflows Not Instant Job Cuts
- AI won't immediately create a jobs apocalypse; it changes task mix and productivity rather than instantly replacing roles.
- Drew Matus explains AI can take 30 of 50 tasks off a plate, but new discoveries generate new questions and demand human collaboration.