How can you read this and not be EXCITED
Reading this Dell/NVIDIA article honestly makes it hard for me to be anything but super pumped long term for not only NVDA, but the tech sector as a whole. Memory especially.
The part people keep missing (for those who think we've peaked) is that this may still just be the beginning. AI is moving from training models to inference and AI agents running 24/7. That means MORE compute demand, MORE memory demand, MORE networking demand, and massive ongoing infrastructure spending. Businesses across the world are starting to implement it in their own enterprise, and that part is still yet to take off.
There will be volatility. There will be those who panic sell. But a couple years from now, I think alot of people are going to regret selling because of short term bears convincing them that "its cyclical".
Also, go listen to the interview with Jensen/Dell. Lots of great info.