I still think it is best to wa

I still think it is best to wait and see what the market really wants.
Maybe the market is being more cautious now, after a year of bull runs in 2025, everyone is sobering up and understanding that things cannot go up infinitely.
I do believe that efficiency has to be the next point to be addressed, but will investors place enough emphasis to signal it.
Efficiency both in terms of maximising whatever infrastructure (like how deepseek could do more with less, putting openai to shame) is available, and energy, where consumption has to be clamped down and considerations be made for energy generation (pivoting more into green energy etc.) too.

Jensen Teases $1T Backlog: Sell the News After GTC?

At the GTC 2026 keynote, Jensen Huang announced that NVIDIA will fully enter the inference processor market and revealed that the company currently has an order backlog of nearly $1 trillion. Wedbush analyst Dan Ives predicts that NVIDIA’s market cap could surpass $6 trillion within a year. So how should investors interpret Jensen’s announcement? Can the AI inference boom deliver the growth the market expects? Will this GTC event end up like the last CES—full of exciting announcements but little impact on the stock price? Can NVIDIA truly break through the $6 trillion valuation barrier?

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Maybe the market is being more cautious now, after a year of bull runs in 2025, everyone is sobering up and understanding that things cannot go up infinitely. I do believe that efficiency has to be the next point to be addressed, but will investors place enough emphasis to signal it. Efficiency both in terms of maximising whatever infrastructure (like how deepseek could do more with less, putting openai to shame) is available, and energy, where consumption has to be clamped down and considerations be made for energy generation (pivoting more into green energy etc.) too.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/543693362151952","repostId":0,"isVote":1,"tweetType":1,"viewCount":52,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":537,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/543693362151952"}