$英伟达(NVDA.US)Everyone so stressed about Nvidia missing revenue by USD 200 million this quarter. But honestly, better to focus on two big things: how fast Blackwell Ultra can ramp up production, and how much NVLink is being used in supercomputing centres.

You see, in Jensen Huang’s game plan, Nvidia wants to be like “TSMC+Microsoft” for the AI era – not just selling the tools, but also setting the rules.

This race is probably only at “half-time” lah. Still got a long way to go!