Two things I think are interesting in this context. One is that Nvidia are giving companies investment (i.e. money) with a requirement that they spend it on bu

Two things I think are interesting in this context. One is that Nvidia are giving companies investment (i.e. money) with a requirement that they spend it on buying GPUs from Nvidia. That doesn't seem totally the same as organic demand. The second is Nvidia being valued higher than almost all US companies, where their business model is mostly selling things to said companies. This doesn't make sense to me. Their next earnings statement is about a week away. I think that'll be an interesting evening.