$NVIDIA Corp(NVDA)$ There is no need for panic. AI infrastructure is a must build for both China and the US for global leadership. $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Oracle(ORCL)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Tesla Motors(TSLA)$ $Meta Platforms, Inc.(META)$ are all building GW data centers all over the world. AI investment only had began in the US, and the global scale is much larger. You only saw the one third of it. Buy Nvidia, once Blackwell kicks in Nvidia stock will rocket higher.
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