Dan Ives: AI buildout not seeing any cracks in demand

Wedbush analyst Dan Ives told CNBC that the AI infrastructure buildout shows no signs of weakening demand, reinforcing a constructive outlook for Nvidia and the broader semiconductor sector. The interview frames NVDA as a primary beneficiary of continued AI investment, while also noting energy/crude dynamics that could influence equity performance. Overall commentary suggests continued upside bias for NVDA and semis, with oil moves as a potential risk to market breadth.