Every quarter the same signal appears.
— Nina Schick (@NinaDSchick) 24 mars 2026
Demand for Intelligence is exploding faster than the world can build the capacity to produce it.@nvidia just reported $68 billion in quarterly revenue. Up 73% year on year. And 91% of that comes from the chips powering Intelligence… pic.twitter.com/3H7zJymfzj
Every quarter the same signal appears. Demand for Intelligence is exploding faster than the world can build the capacity to produce it. @nvidia just reported $68 billion in quarterly revenue. Up 73% year on year. And 91% of that comes from the chips powering Intelligence