$NVIDIA (NVDA.US)$ Beth Kindig " The big picture for Nvidia ...

" The big picture for Nvidia prior to the earnings report this evening. Many investors are wondering “what comes next” after the unrelenting, historic surge that began seven quarters ago. Come what may tonight, the bigger picture is that Nvidia’s Blackwell GPU sales next year will far exceed the GPU sales we saw in 2023 and 2024 -- combined.

The reason Nvidia's trajectory will continue can be summarized in two words: pricing power.

By coming to market with upgraded, more powerful GPUs on a now-annual cadence, with Blackwell Ultra, Rubin and Rubin Ultra soon to come, Nvidia will continue to be the largest beneficiary of Big Tech’s AI capex to an unprecedented degree as the company continually raises the bar on performance and TCO upgrades with each new generation."