Dan Ives on Nvidia Without Jensen Huang, Microsoft Outage

Dan Ives, partner and senior managing director at Yorkville Ives & Co., says that Nvidia without Jensen Huang “evens the playing field” in artificial intelligence and discusses why he thinks the next CEO will be from outside the company. Ives also addresses what he calls Microsoft’s “disaster moment” with disruptions for Outlook, Teams and the Copilot AI tool. He speaks...