Note it isn’t the demand for AI driven software and tools that has to be sustained or increased, it’s the demand for massive GPUs that are used to train AI tool

Note it isn’t the demand for AI driven software and tools that has to be sustained or increased, it’s the demand for massive GPUs that are used to train AI tools. To make a flawed analogy, but if people want oil (AI), NVDA sells drills (means of AI production). Demand for each is obviously correlated, but the profile of demand for the two products is really different.