$NVIDIA (NVDA.US)$ Translation: they remain bullish because they HAVE to be. Blackwell is overheating after months of development and what is Jensen's response? It's the server rack's fault, not his.
The analysts know that each subsequent quarter will have diminishing returns in terms of YoY revenue growth compared to the +265% down to +94% three quarters later. Once the AI infrastructure is built out demand will dry up rapidly, not to mention that Jensen is already talking about "demand from o...