I was thinking about the revenue shift as described in articles like this one: https://www.tomshardware.com/tech-industry/big-tech/nvidia-gaming-gpus-an-afterth

I was thinking about the revenue shift as described in articles like this one: https://www.tomshardware.com/tech-industry/big-tech/nvidia-gaming-gpus-an-afterthought-as-ai-generates-mountains-of-cash-rtx-50-series-shortages-mentioned-not-explained https://www.tomshardware.com/tech-industry/big-tech/nvidia-g... Arguably, Nvidia has a point, probably more than the other companies, because they really are at the heart of the current buildout gold rush. So it's more actual economics for them than the FOMO it feels like for the other companies.