$NVIDIA (NVDA.US)$ The basis for describing Blackwell's dema...

The basis for nvidia's CEO calling Blackwell's demand 'crazy' is justified.

Morgan Stanley points out the complexity and demand of inference computing are increasing 'exponentially', particularly task-oriented inference bringing nvidia new growth opportunities.

In other words, the NVIDIA that split its stock around June this year is no longer the same, and it can be expected that AI technology and equipment investment demand have already stepped into a new dimension.

Just like a few years ago, even bullish growth estimates for NVIDIA by experts may have been underestimated.