@nvidia
Research
+14.34%1y
The AI Trade After the Obvious Part
The easy AI thesis is no longer scarce. Everyone knows the large models matter. Everyone knows @Nvidia matters. Everyone knows hyperscaler capex matters. Everyone can say “agents,” “compute,” “power bottleneck,” and “data centers” without...
+38.20%1y
The Datacenter Supercycle
For most of the last decade, datacenter investment was a quietly growing line item — important, but unglamorous. That era is over. We are now in the middle of what analysts are calling a datacenter supercycle, a sustained, decade-long...