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Depending on how you model the two-quarter lumpiness, Nvidia's $NVDA ACIE can conservatively overtake hyperscalers in 5-6 quarters at a 14% QoQ growth rate versus 10% QoQ growth rate for hyperscalers, or as soon as 2 quarters if the Q2 pace continues. https://t.co/OoX2AwInm0 https://t.co/07o2BjGmP3