Key points from the $NVDA call:

> AI is amazing and makes a ton of money. You need compute for AI. More AI means more money, so hyperscaler capex should keep growing from 2027 onward.
> Jensen wants the entire AI ecosystem built on top of NVIDIA, which is why they’re investing in so many companies.
> The Groq acquisition is being framed as a Mellanox-like move. More details expected at GTC.
>Data centers in space have use cases, but they’re not economically feasible in the short term.
> Hyperscalers account for over 50% of revenue.
> Non-hyperscaler revenue is growing faster than hyperscaler revenue.
> Vera Rubin beginning ramp will start in the second half of the year.