$NVIDIA(NVDA)$ the global AI ecosystem expansion further solidifies Nvidia’s market lead. Large-scale sovereign AI investments like France’s €200B AI initiative and the EU’s €200B Invest AI initiative point to continued solid demand for compute infrastructure. Blackwell’s adoption by CSPs such as Azure, AWS, GCP, and OCI is pushing Nvidia’s topline growth in the cloud-based AI compute market. 🤑🌊🏄🏻‍♂️

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