Consumer sales vs. B2B sales are different beasts. Absent some titanic shift (e.g. Apple is banned from sales), consumer sales are more durable. If AI doesn't

Consumer sales vs. B2B sales are different beasts. Absent some titanic shift (e.g. Apple is banned from sales), consumer sales are more durable. If AI doesn't pan out, those H100s are not going to find a lot of sales anywhere and Nvidia could be back to a gaming GPU company.