151654992 : Good point, but we don't design and manufacture parts the way we used to in the 90s anymore. We are so much more advanced and efficient in what we do now. The supply and demand curve is not in phase with what it was, and so is the volatility.

Space Dust :

Space Dust : Sun Microsystems, and JAVA, are a more direct comparison.  to NVIDIA And Cuda..

TheZooman22 : This is not the Internet. This is A.I. at minimum  $ 15 T  paradigm shift in technology.

10baggerbamm : Blackwell begins to ship late Q3 resulting in several billion dollars for Q4 Blackwell is the highest margin of any other product line which will be fully ramped up for shipping in q1 resulting in another blowout quarter at the end of q1.

74423696 : Wow this is so amazing
Wow this is so amazing.

Alen Kok : o