It is said that there was a split in the AI rally

$NVIDIA(NVDA.US)$There is a rift in the stock linkage between chip makers and their biggest customers (MSFT, etc.). The picture of wealth being transferred from MSFT shareholders to chip makers (AMD/NVDA) in AMD financial results is clear. MSFT and the like are required to monetize AI investments, but as long as GPU demand continues, chip makers can produce results like AMD. I'm looking forward to the NVDA financial results