Globally renowned technology analyst Dan Ives: 2026 will be the year of AI monetization, revealing the winners and losers in AI

Wallstreetcn
2025.12.19 09:48

On December 19th, at the "Alpha Summit" co-hosted by Wall Street Watch and China Europe International Business School, globally renowned technology analyst Dan Ives stated that 2026 will be the year of monetization for AI. If the supply-demand ratio of NVIDIA chips is less than 1:1, then AI may be just a hype, but the current ratio is 12:1, indicating that AI is just getting started and this is a super cycle of capital expenditure. He believes that monetization will be key in 2026, which will distinguish the winners from the losers, and companies that fail to execute will be eliminated. 2026 will be more like a stock picker’s market, and he still believes that the biggest opportunities will be in the second, third, and fourth derivative effects in areas such as software, chips, cybersecurity, and infrastructure

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