NVDA“>
But let us not forget the quiet understudy: networking hardware. NVLink, InfiniBand, Spectrum X-these are the veins through which the lifeblood of data flows. The segment swelled by 64% last quarter, a growth spurt that might yet blossom into something more permanent. Still, one hesitates to place too much faith in such youthful exuberance. Even a sapling may be uprooted by the first stiff wind.
And then, the true moat: CUDA. Not a mere software platform, but a gilded cage for developers. To abandon it would be to unravel years of labor, to retrain engineers or hire new ones-a Sisyphean task that binds clients to Nvidia’s orbit like moths to flame. Yet what is a moat if not a gamble against obsolescence? The past clings stubbornly to the present, but time is a patient creditor.
We must, however, reckon with the specter of unprofitability. Generative AI, for all its promise, devours capital like a hungry ghost. OpenAI’s ledgers, though hidden from public view, whisper tales of losses that dwarf its revenues. To train these models is to drain a vault; to run them is to feed a dragon. Optimists speak of falling costs and rising capabilities, but optimism is a fragile lantern in the storm. Should a single pillar of this cathedral crumble-say, the untimely demise of a prominent AI studio-the tremors might yet reach Santa Clara.
And so we arrive at the question: Buy or abstain? The stock, already priced for perfection, gleams like a newly polished samovar. Yet perfection is a fickle guest. Near-term catalysts glimmer-a beat on earnings, perhaps, or bullish whispers about robotics-and the bulls will rally. But the bears, ever watchful, will note the weight of expectation and the fragility of faith.
Investors, like Chekhov’s characters, find themselves in a perpetual state of waiting. The report shall come, the price shall move, and life-like the market-will continue, indifferent to our hopes. One might buy, but with the quiet resignation of a man placing a bet at a roulette wheel already spinning. After all, what is investing if not the art of wagering on tomorrows that never quite arrive?
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2025-08-22 14:27