They are going to ship billions in Blackwell chips this year. That is huge.
There is still huge demand for the H200.
They are going to ship billions in Blackwell chips this year. That is huge.
There is still huge demand for the H200.
Exactly. That is why I think Nvidia will have a good report, and the AI boom will continue.
It is foolish to think it is going to stop anytime soon.
The amount of compute required over the next 5 years is going to blow people away.