What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention (opens in new tab)

The AI boom was supposed to follow a familiar technology cycle. More demand would spark more production, supply chains would catch up, and prices would gradually fall as hardware aged. That’s how semiconductors have behaved for decades. Yet AI infrastructure is rewriting those rules in real time. Demand for computing power has accelerated so quickly ... What Nvidia’s CFO Just Revealed About GPU Demand Should Have Every AI Investor Paying Attention