It has been stated that AI infrastructure spend over JUST THE NEXT 3 YEARS will be over $1 Trillion. Right now NVDA gets over 80% of that market plus plenty of other revenue streams. No Offense but 80% equals $800 BILLION divided by 3 years comes out to roughly $268 BILLION per year. Total revenue estimate for next year consensus is $195 billion. Someone’s not counting an extra $73 billion plus in revenue to say nothing of all the NVDA non AI revenue?
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