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Compute supply is the first dependency in the AI infrastructure chain, and Nvidia occupies its primary chokepoint at the high end of the silicon market.
On Thursday, the chip giant's earnings and revenue guidance told investors that demand remains intact.
The guidance read Every foundation model training run and the inference capacity that serves it downstream bottleneck against available silicon.
When a company at Nvidia's position in the stack signals continued revenue strength, the implied message runs beyond its own books.
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