Sure, and Meta might keep blowing 11B+/year on new GPUs. But, NVDA needs growth. They need Meta and MS and AWS and Google to spend 20%+ more/year on new GPUs an

Sure, and Meta might keep blowing 11B+/year on new GPUs. But, NVDA needs growth. They need Meta and MS and AWS and Google to spend 20%+ more/year on new GPUs and/or find new customers who can/will drop Billions/year on new GPUs. We're talking staggeringly large $. And that's not even mentioning that anyone with that sort of money is already developing their own GPUs.