JC888
12:51
Replying to @blinkix:Hi, thanks for reading my post and sharing your views.  Your area of focus/concern is a universal one and one that is still in the making as AI adoption is still in its nascent state.
No one person could safely vouch that it will 100% be a success.  That comes a few years further down the road when investors look back at this crucial defining moment when focus shifts from AI infrastructure foundation piling to application in real world businesses.
To bet (on AI) or not to bet - that's the question.  Agree ?//@blinkix:Long term I care more about enterprise AI ROI than one earnings beat. Data Center margins look great, but organic demand after funding loops fade is the real test
@JC888：NVDA Q2 earnings - Sustainable or Hype ?
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