Supply can be fully constrained and future expected revenue can still go up if demand or capital availability increases, because higher demand and access to mor

Supply can be fully constrained and future expected revenue can still go up if demand or capital availability increases, because higher demand and access to more capital mean that NVIDIA can charge more per card and still sell out their entire supply. The hypothesis would be that AI research precedes GPU demand that increases NVIDIA's profit margins, so if you're seeing AI research that you're judging will increase future demand, you should expect NVIDIA's value to go up.