“Nvidia has been on a tear for years”
That’s why Dell is doing so well.
Actually part of the “tear” has been because every Tom, Dick and Harry has been sucking up NVidia GPU’s the mine the various “Coin” Blockchain. 2 years ago a friend who built a rig to do mining had an almost 1 year lead time on top of the line NVidia GPU cards...
Now they’re needed for AI! LOL...
Good luck mining Coin vs corps with 10’s if not 100’s of thousands of GPU’s and AI managing it all.
That’s some nice insider knowledge beyond the obvious supply and demand of 2 years ago...