$NVIDIA(NVDA)$ is the A Ioverlord flexing in a​ 1.1T data center playground​​—trading at ​​38x P/E​​ (cheaper than your ChatGPT subscription), with ​​Blackwell GPUs yeeting $11B revenue​​ and data center sales up ​​93% YoY​​ . Bears whine “AMD! Huawei!” but CEO Jensen’s robo-army just shipped ​​136% more AI chips​ than last year’s panic attacks.[Sly][Sly][Sly]

​​Q4 revs hit $39.3B​​ (+78% YoY) , powered by ​​356B data center dollars​​ —enough to buy every bear a Tesla Cybertruck (and still fund Elon’s Mars trip). Gross margins? ​​73%​​ , because why let peasants taste GPU profits?[Smart][Smart][Smart]

# AI Companies and Industry DIG

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