Dan Ives said that the sharp drop in CoreWeave, IREN, and Nebius stock prices is a buying opportunity rather than a risk warning sign. Despite rising financing costs, Ives believes that demand for AI computing power is still strong. According to reports, the gap between chip supply and demand has reached 13 to 1. He expects 800-1000 data centers to be built in the next few years. His core point is that rising interest rates will raise the cost of financing AI infrastructure projects, but it won't necessarily reduce demand.

Dan Ives said that the sharp drop in CoreWeave, IREN, and Nebius stock prices is a buying opportunity rather than a risk warning sign. Despite rising financing costs, Ives believes that demand for AI computing power is still strong. According to reports, the gap between chip supply and demand has reached 13 to 1. He expects 800-1000 data centers to be built in the next few years. His core point is that rising interest rates will raise the cost of financing AI infrastructure projects, but it won't necessarily reduce demand.