$NVIDIA(NVDA)$ Blackwell is ma

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$NVIDIA(NVDA)$ Blackwell is mainly for inference purpose. The gold rush moment getting GPUs for training purpose is over. Now tech companies have to scrutinise carefully the ROI on every infrastructure investment. Microsoft has been very careful now, they 80bil capital spending will be largely for long lived assets like land next year. To give a context, land and building are about 60% of AI investment, the rest goes to the chips and network. So near term, it may still go on a run but in a few months time, cracks will be telling!

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