To The Moon

Amazone, Google,  Microsoft, META... They have all invested heavely in chips and AI capable equipment for 10+ years now.  In fact, they are all transition to make their own CPU and GPU chips for this. As they have done for a long time for most of equipment in their cloud that has a huge capex.  Now, nvidia is even treathen if these guys start making these chips also for the marked to sell.   They have the experience, people and competence and started this ling time ago. If any of you analytics ever have been in any of these datacenters, you would have seen this.  

The forcast from nvidia is not reflected n any of either their customers or chip producers forcast for 23.  It is very normal in this industry to run prof of consept testing by customers bedore they will commit to buy, they will NOT invest these enourmes figures at these times if they see these test pan out in actuall top and bottom numbers.  To me, the forcast of nvidia is based on customers signed up for poc tedting and not hard orders.  No company with their mind in the right place will  do that enourmes investment unless thisnis proven. And, no company today have proven this in any more extent than what is allready done last 10 years. And, this will take a long time, a project to transform their infrastructure is a huge undertaking, it takes years (based on experience).  

There are today and been for long time many top players that offer software for efficiency and improvement, theae are ao locked in the infrastructure of these enterprises that for themto change, these peoviders will have to fail bigtime, and they will also invest in AI improvements feom their current installed AI systems.  So... nithing will really change.  That is not how the IT world works.  AI is a feature, not a revolution that suddenly happens. I had machine learning in university 25 years ago... We have seen ton of simular improvmenta to aystems over the years, differensebwith AI is just that every aingke analytic and hegdfons manager are fomoing this to push the stock (as with every single other "new discovery".  For us that activity work with this, we know better.  Pkease be careful, the tree last time nvidia was pushed this far up, they went in to 3 years if stock price down.  People tens to forget.  It is not worthit as there are many stocks out there that will do much much better...!