nvidia basically blew past all estimates, with a supply constraint. Not only hyperscalers can't get enough, even sovereign govt agencies of various countries are lining up to buy to build up their own AI capabilities. These are tax-funded and don't even need to make a profit a Google or a MSFT has to with their Capex. Just imagine you get a call from an IRS chatbot to do an AI-assisted tax audit. And then multiply that by 200 countries around the world.
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