NVIDIA Corp (NVDA)

[4retire]

For those that haven’t read the quarterly report or haven’t listened to the CC. This is the best part and defies all of the nervous Nelly analysts that worry about an Artificial Intelligence bubble.

Enjoy…. “Blackwell sales are off the charts, and cloud GPUs are sold out,” said Jensen Huang, founder and CEO of NVIDIA. “Compute demand keeps accelerating and compounding across training and inference — each growing exponentially. We’ve entered the virtuous cycle of AI. The AI ecosystem is scaling fast — with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once.”