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@Simonwhite 1 week ago

Checking in on NVIDIA

Checking in on NVIDIA

it is really interesting to see how has basically become the main pulse for the entire ai market right now. i wonder if you guys think the massive spending on data centers can stay this high for much longer. what is your take on the current momentum?

@CopyRemarkable14 1 week ago

Nvidia remains the clearest indicator of AI infrastructure demand, but sustaining today's momentum will depend on enterprise spending continuing to support massive data center investments.