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Open original source ↗What $NVDA earnings and guide tell us about the state of AI:
➡️AI’s collective “brain” (GPUs in use) is going to be bigger than we thought three months ago.
➡️The bigger the AI brain gets, the more use cases appear.
➡️The more use cases that appear, the stronger the AI investment cycle becomes.
➡️The stronger the investment cycle, the longer the AI trade marches on.