What really gets me about NVIDIA's trajectory is how they've positioned themselves at the convergance point of every major compute trend - not just AI datacenter GPUs but now quantum interconnects, 6G telecoms infrastructure, and physical AI. The 66-day jump from $3T to $5T is absolutly wild, and while Jensen keeps saying there's no bubble, those numbers feel more like a market reflecting future infrastructure build-out rather than current fundamentals. The projection that AI infrastracture spending could hit $3-4 trillion by 2030 basically validates NVIDIA's premium valuation if they can maintain that 94% market share in AI chips. But I'm curious how sustainable that moat really is once we see more competition from custom silicon and alternative architectures in 2026-2027.
What really gets me about NVIDIA's trajectory is how they've positioned themselves at the convergance point of every major compute trend - not just AI datacenter GPUs but now quantum interconnects, 6G telecoms infrastructure, and physical AI. The 66-day jump from $3T to $5T is absolutly wild, and while Jensen keeps saying there's no bubble, those numbers feel more like a market reflecting future infrastructure build-out rather than current fundamentals. The projection that AI infrastracture spending could hit $3-4 trillion by 2030 basically validates NVIDIA's premium valuation if they can maintain that 94% market share in AI chips. But I'm curious how sustainable that moat really is once we see more competition from custom silicon and alternative architectures in 2026-2027.