Why a star investor focuses on further growth in the Nvidia share-and shows itself skeptically on Google and Apple.
• Dan Benton expects price increase at Nvidia share
• Google and Apple see an expert critically
• AI-driven search threatens traditional business models
The Nvidia share is one of the greatest winners in recent years-driven by the hype about artificial intelligence (AI) and the worldwide expansion of AI infrastructures. But according to Hedgekfonds legend Dan Benton, the high-altitude flight is far from over. In a recent podcast interview with Riskreversal on May 9, 2025, the technology investor was convinced of the long-term potential of the Nvidia share-while it is increasingly risks in tech giants such as Google and Apple.
Dan Benton is considered one of the most distinguished technology investors in Wall Street. He started his career at Goldman Sachs, where he worked as a PC analyst from 1988 to 1993. Later he founded the Hedge fund Andor Capital, which in the meantime is the largest technology fund in the world. His investment strategy is based on the early identification of disruptive trends – with a focus on large product cycles and positive profit surprises.
Hedge-fund legend Bullish for Nvidia share: profiteer of the AI boom
In conversation with Riskreversal, Benton emphasized that Nvidia was at an early stage of a massive product cycle. The demand for specialized chips for AI applications are increasing – and Nvidia is well positioned to benefit from this development.
“I think there is a lot of room for Nvidia,” said Benton in the podcast. “It’s like then when Intel was rejected when the PCs came up. […] I think it will go on for quite a while. “Benton referred to the increased investment budgets of the largest Nvidia customers-including hyperscales such as Amazon, Microsoft and Meta. These would have recently announced that they would have billed billions in AI infrastructure.
Expert skeptically: Google and Apple under innovation pressure?
In addition to Nvidia, Benton also commented on possible losers of the current AI break – and especially called Google as particularly challenged. “Google is most challenged; Apple is in second place,” said Benton in the podcast interview.
The reason according to the expert: Google is facing the classic “Innovator’s Dilemma”. This means that new business models – in this case AI -based search – threaten the existing core business and are therefore only hesitantly implemented. “Google faces existential challenges,” continued Benton. “Technology smashes monopolies. If you still think as before, you protect your existing customer base. You protect your main business – but you just don’t innovate so quickly.”
Benton himself now uses Chatgpt for his information -related search queries instead of Google. According to Barron’s, Openaai recently reported rapid growth – from 300 million active users in December 2024 to 500 million in March 2025.
Apple also sees Benton critically – especially because of the limited innovative strength in the smartphone market. “Companies have to constantly reinvent themselves in the tech industry – in contrast to other industries,” said the investor in the podcast. According to Benton, the lack of technological jumps in the iPhone could slow down the growth of sales of Apple.
Does the Nvidia share are facing a new high flight?
Dan Benton’s statements illustrate the current shifts within the technology industry. Nvidia is seen by him as a clear profiteer of the ongoing AI boom, while companies like Google and Apple are more under pressure technological changes. Technological change is increasingly questioning established market structures and at the same time creates new dynamics in competition. It remains to be seen whether the hedge fund legend Dan Benton is right and the Nvidia share will soon reach new heights.
Editor finance.net
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