RiskReversal Pod Dan Ives: The $1 Trillion Buying Opportunity In Tech
11 snips
Feb 11, 2026 
Dan Ives, Wedbush head of Technology Research known for his AI, semiconductor, and software coverage, speaks about hyperscaler CapEx and the ferocious now-or-never build race. He explores OpenAI fundraising stakes and product catalysts that shook software markets. He highlights AI’s spillover into industrials and financial services and how M&A and private-credit risks could reshape tech investing.
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Why He Joined A Worldcoin Treasury
- Dan Ives joined a treasury that purchased Worldcoin tokens because he sees biometric identity as critical to AI-era authentication.
- He calls the orb hardware and believes it has real utility beyond pure financialization.
CapEx Arms Race Determines Winners
- Hyperscalers face a CapEx arms race where pausing spending risks losing customers to rivals.
- Winners of the next 12–18 months will be cemented by current infrastructure builds.
Chip Spending Multiplies Economywide
- The AI revolution creates an 8–10x multiplier from chips into software and infrastructure.
- This ripple will lift many sectors beyond core tech over the next few years.
