Nvidia is the global AI compute leader and there is not a distant second. Therefore, reporting (1%) for Q2’s compute segment should have tanked the stock. Instead, we are seeing a mild reaction because Q3 was quite strong and spells good things to come for Nvidia in the second half of the year. Given we are on the cusp of Blackwell starting to drive the stock’s narrative (c’mon already), it’s a good time to pause and talk about where Nvidia could go from here. I revisited the medium-t...
