NVIDIA delivered strong demand signals for 2026, being sold out on GPUs with supply constraints, implying $320-350B data center business next year
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Not past peak GPU pricing power yet due to supply constraints and demand exceeding supply, with better performance per watt enabling continued pricing power
Questions whether bubble concerns miss the point about financial health of AI labs like Anthropic and Open Interest raising massive funding
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Three key investor questions: AI infrastructure bubble, who funds it, and AI monetization - NVIDIA earnings helped address these concerns
Questions the disconnect between $1.4T power spend and $13B revenue, asking where the funding comes from
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Timeframe matters - data centers build sequentially, giving more time to answer monetization questions