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Nvidia Shows AI Opportunity Extends Beyond Hyperscalers

Posted

May 22, 2026

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Hyperscalers’ capex boom is closely watched as the ultimate barometer of how long the AI cycle lasts. Nvidia’s earnings show demand broadening and rising faster elsewhere, reducing chipmakers’ overdependence on mega-cap tech.

Ivan Feinseth, CIO at Tigress Financial, recaps Nvidia earnings and discusses his outlook on the broader sector as some big tech IPOs loom.

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Guests & Subjects Covered

Ivan Feinseth CIOTigress FinancialYouTube WatchCaroline HydeEd LudlowSilicon ValleyFollow Caroline HydeBloomberg Business Connect

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Nvidia Shows AI Opportunity Extends Beyond Hyperscalers · Bloomberg Technology · Sentinel