I think the bigger question is

I think the bigger question is whether AI can keep converting massive capex into real earnings growth. If Goldman’s estimate holds, the market may start demanding more proof from the mega-cap AI names rather than simply rewarding spending and revenue growth. @Kentzw

Jensen Huang Drops a Number — Why Did AI Hardware Stage a Full Comeback?

Jensen Huang said Nvidia will ship twice as many chips next year as this year, and that AI safety matters but cannot be regulated the way social media was. AI hardware ran: AMD +6.36% to $545.09, Marvell +4.81% to $240.76, Nvidia +2.54% to $219.34, Broadcom +2.29% to $347.30, with the Philadelphia Semiconductor Index up over 3%. That is a third straight up session for chips, a rebound that started in the same week the slowdown argument was loudest. A week of talk finally has a number attached. But the number is the company's own forecast, not signed orders. Is one line enough to hold a rally?

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