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Wedbush analyst Dan Ives said easing U.S.-China AI chip tensions and renewed approval for NVIDIA Corp's(NASDAQ:NVDA) H200 sales to China could add fresh momentum to the broader technology rally, particularly across chips, cloud infrastructure, and AI software.

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<p>According to Ives, China continues to try to build domestic AI chips and models, such as DeepSeek, to reduce its dependence on NVIDIA.</p><p>However, demand for advanced computing infrastructure globally still exceeds supply.</p><p><b><font>Wedbush Expects AI Rally To Continue</font></b></p><p>Ives said improving geopolitical conditions, upcoming NVIDIA earnings, and accelerating enterprise AI adoption create a favorable backdrop for technology stocks.</p><p>He added that companies tied to networking, cloud infrastructure, semiconductors, and AI software should continue benefiting as the AI monetization cycle expands.</p><p>Ives also said hyperscalers remain heavily committed to AI infrastructure spending, reinforcing long-term demand trends across the semiconductor ecosystem.</p><nh-chunk-delimit />

<head><link rel="icon" href="data:,"></head><nh-chunk-delimit /><p><b><font>Software And Cloud Adoption Accelerate</font></b></p><p>Ives said Wall Street continues underestimating AI-related cloud growth opportunities for <strong>Microsoft Corp</strong>(NASDAQ:MSFT)<strong>Azure </strong>and <strong>Amazon.com Inc</strong>(NASDAQ:AMZN)<strong>Amazon Web Services</strong>.</p><p>He also pointed to positive demand signals from companies such as <strong>Palantir Technologies Inc</strong>(NASDAQ:PLTR), <strong>Datadog, Inc</strong>(NASDAQ:DDOG), and <strong>Innodata Inc</strong>(NASDAQ:INOD) as evidence that enterprise AI use cases are expanding rapidly.</p><p>According to Ives, enterprise customers and CIOs are increasingly focused on launching AI-driven department-level and enterprise-wide applications in 2026, supporting continued strength across chips, infrastructure, and software.</p><p><strong>NVDA Price Action:</strong> Nvidia shares were down 2.70% at $229.38 at the time of publication on Friday. The stock is approaching its 52-week high of $236.54, according to Benzinga Pro data.</p><p>Image via Shutterstock</p><p>
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NVIDIA's China Comeback: Analyst Forecasts 'Godfather of AI' Will Spark New Global Tech Surge<br>#DH_SHARE_URL#<br><br>By Benzinga via Dailyhunt

NVIDIA's China Comeback: Analyst Forecasts 'Godfather of AI' Will Spark New Global Tech Surge

https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/05/52610118/nvidias-china-comeback-analyst-forecasts-godfather-of-ai-will-spark-new-global-tech-surge?utm_source=dailyhunt&utm_campaign=partner_feed&utm_medium=referral