$NVIDIA Corp(NVDA)$ First of all, Zuckerberg $Meta Platforms, Inc.(META)$ is buying all the GPU's he can get his hands on. The same with Elon Musk $Tesla Motors(TSLA)$ who is building the largest computer in the world. So, they are seeing a ROI.
Second when Blackwell starts shipping it's going to put competitors even farther behind. This isn't stopping and in fact the number of software applications along with their service will make up 35% of their revenue which is going to easily put Nvidia next year at 180.00 a share.
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