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While Nvidia itself is strengthening, upstream sectors such as memory and optical modules are collectively rising, which is not a coincidental emotional follow-up but supported by solid order logic behind the scenes. The earnings call revealed core hub data: Nvidia's multi-year supply commitments surged from $119 billion last quarter to $279 billion, a single-quarter increase of 134%, with the ment used to lock in long-term memory#WalshPolicyFramework #AIShiftsToSoftware #BTCOptionsExpiryTest