Here’s what Nvidia investors should be focusing on now. Hint: It’s not Jensen Huang’s affair.
THE SO WHAT
The real Nvidia question is simple: does AI-driven compute demand stay high enough, long enough, to justify current capex and valuation. Operators building on Nvidia’s stack should assume volatility in pricing and availability over the next 12–24 months and avoid single-vendor architectural lock-in where they can.
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