AI DemandAI demand continues to be supported by robust hyperscale capex plans, with top hyperscalers expected to increase capex spend by over 30% year over year.
GPU DemandDemand for NVDA GPUs is still outstripping supply, indicating strong market demand despite potential delays in Blackwell ramp.
Product RoadmapStrong new product roadmap ahead, with each new product (B300, Rubin) raising the performance bar over 1.5x versus prior generation products.