Dan Ives Says AI Demand Spreading To Other Key Areas Of Tech, Will Be Key Theme In 2026

• MongoDB, Marvell and CrowdStrike reported strong earnings recently.
• The Ives AI 30 winners list is not limited to big tech firms but includes hard, cloud security, and enterprise infrastructure providers.

Dan Ives, managing director at Wedbush Securities, on Wednesday highlighted recent strong earnings from MongoDB Inc. (MDB), Marvell Technology Inc. (MRVL), and CrowdStrike Holdings Inc. (CRWD) as evidence of a broader trend in the tech sector driven by artificial intelligence adoption.

In a post on X, Ives said these results underscore that AI demand is extending beyond early adopters and beginning to influence multiple areas of the technology market.

AI Adoption Accelerates

Ives noted that the results from these companies signal a growing AI Revolution that will continue to reshape the tech landscape into 2026. 

He recently updated the IVES AI 30 winners list to reflect changing momentum among technology players amid surging AI demand. The list is not limited to big tech firms but includes hard, cloud security, and enterprise infrastructure providers.

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