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NVIDIA proved AI demand is still alive. Now Broadcom and Dell have to prove the money is spreading beyond GPUs. 👀
I’m Cige, and the AI earnings relay is moving to the next runners.
After NVIDIA, all eyes are on Dell tonight, followed by Broadcom and Snowflake tomorrow.
This time, I’m watching something slightly different.
It’s not just about how many AI chips are being bought. The real question is whether the spending is spreading across the entire infrastructure chain:
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