Tesla bull Dan Ives on Nvidia CEO: 'If you look at Jensen, he is 10% politician and 90%...'

Dan Ives, who is an investor in Elon Musk ’s electric vehicle-making company Tesla, has shared his views on Nvidia CEO Jensen Huang . In a statement after the US chip-making giant announced its latest quarterly results, Ives told The Street: "If you look at Jensen, he’s 10% politician, 90% CEO.” He said this while discussing what he believes to be Nvidia ’s most considerable risk, which is geopolitical tensions between the US and China. However, he thinks "it’s just a matter of time till that gets green-lighted" and expects progress probably within "the next 45 to 60 days."


What Nvidia said about US-China trade tensions

During Nvidia’s latest earnings call, Huang said: “The opportunity for us to bring Blackwell to the China market is a real possibility. We just have to keep advocating the importance of American tech companies to be able to lead and win the AI race , and help make the American tech stack the global standard.”

In May, Nvidia cautioned that export restrictions on China could reduce its quarterly revenue by as much as $8 billion. However, by August, the company reached an agreement with the US government to restart sales in China by paying a 15% fee.

Huang has also stated that the company is willing to accept US government terms, including relinquishing 15% of its China sales. In an interview with Fox Business Network’s The Claman Countdown, he explained, “The conversation will take time, but President Trump understands that if the world builds AI on the American tech stack, it strengthens America’s position in the AI race.”

When asked if Nvidia would commit 15% of Blackwell sales to China, the company’s CEO replied, “I wouldn’t say it’s about being forced, but ultimately, it benefits the world and our country if we can sell in China.”

Meanwhile, Ives said that he feels “more bullish,” and after factoring in China numbers, he thinks that “this is really just the start of an acceleration for Nvidia across the board.”

In June, Ives also said that if he could buy only one tech stock, it would be defence tech company Palantir. However, now he said that it “would have to be Nvidia, because there’s only one chip fueling the AI revolution. And that continues to be the godfather of AI: Jensen, Nvidia.”

Last month, Nvidia’s market value hit $4 trillion, making it the first company to reach that mark. Now, Ives predicts the chipmaker could climb to a $5 trillion valuation, likely by early 2026.