RT @StockSavvyShay: Jensen Huang says “we’re also growing share because we offer more to the world’s capex” as $NVDA revenue opportunity per gigawatt of AI capacity has more than doubled to over $40B. And that’s what makes Nvidia’s expansion beyond GPUs so real because even as ASICs gain share you can see how Nvidia can capture more spending across CPUs, networking and entire AI systems with every new gigawatt built. https://t.co/qOBML6skl3
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