Longtime tech bull Dan Ives says these are his top tech plays going into 2027

Billy Odell Tucker-Robinson Founder & Host — Banking With Billy Network • Intelligence Network • Data Science • AI Research • World News
Published: 2026-10-07T11:02:13.861Z • Permanent link

Renowned tech analyst Dan Ives has shared his top tech plays for 2027, citing a substantial underestimation of the AI spending wave by investors. According to Ives, a long-time tech bull, several major players are poised to benefit from the AI boom. Notably, NVIDIA has seen significant growth in its AI-focused products, including its Tesla V100 GPUs. Ives attributes this growth to the increasing demand for high-performance computing in AI applications, driven by the likes of Google and Amazon. Moreover, Ives points to the partnership between NVIDIA and Microsoft, which has led to the development of a custom-built GPU for Azure cloud services.

Meanwhile, Apple's investments in AI research and development have also garnered attention from Ives. The tech giant has been rumored to be working on a range of AI-powered products, including a potential AR glasses device. According to reports, Apple has been in talks with several AI startups, including those focused on natural language processing and computer vision. Ives believes that Apple's AI efforts will yield significant returns, particularly in the context of its growing services segment.

Ives' predictions are also expected to have implications for the broader tech industry. For instance, his endorsement of NVIDIA could lead to increased demand for its GPUs, driving growth in the company's revenue. Similarly, Apple's AI investments may lead to increased competition in the field, forcing other companies to accelerate their own AI research and development efforts.

Dan Ives' predictions have significant implications for the data sources domain, with several major players set to benefit from the AI spending wave. For example, Ives' endorsement of NVIDIA could lead to increased demand for its GPUs, driving growth in the company's revenue. Similarly, Apple's AI investments may lead to increased competition in the field, forcing other companies to accelerate their own AI research and development efforts. This, in turn, could lead to improved data sources and analytics capabilities, driving growth in the industry.

Moreover, Ives' predictions have implications for the research community, particularly in the context of AI and machine learning. As AI spending continues to grow, researchers will need to develop new data sources and methodologies to analyze and interpret the vast amounts of data being generated. Ives' predictions highlight the need for more investment in AI research and development, driving growth in the industry and improving data sources.

Ives' predictions are part of a larger pattern of increasing investment in AI research and development. According to a report by McKinsey, global AI spending is expected to reach $15.7 trillion by 2030, driven by growth in industries such as healthcare, finance, and manufacturing. This growth is expected to be driven by the increasing adoption of AI technologies, including machine learning and natural language processing. As AI spending continues to grow, researchers will need to develop new data sources and methodologies to analyze and interpret the vast amounts of data being generated.