SiliconValleyPower
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NVIDIA Isn’t Just the AI Kingmaker—It’s Wall Street’s Most Crowded Bet

Is NVIDIA still the AI kingmaker—or just the most crowded trade on Wall Street? Right now, it’s both. And that’s exactly the problem. NVIDIA just posted a $57B quarter, with more than $51B coming from data centers alone. That’s not a typo. In a single quarter. Blackwell chips are sold out. Gross margins are hovering…
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