73% Growth? This isn't a financial report; it's a "Graphics Card Money Printer"



When NVIDIA announced a 73% year-over-year increase in Q4 revenue, the market's reaction was only two words: Here we go again?
Honestly, this is no longer a "good result," but rather a "habitual shock." In the semiconductor industry, single-digit growth is considered steady, double-digit is excellent, and triple-digit is legendary. What does 73% mean? It means data centers are still aggressively purchasing, and AI computing power remains in high demand.
Many people ask: Will it peak? But the problem is, AI training and inference demands are still expanding. Models are getting larger, companies are competing more fiercely, and computing power is the new oil of the era. And NVIDIA isn't selling oil; it's selling "oil pumps."
Of course, there are risks as well. Valuations are already high, and market expectations for it are extremely high. Once growth slows down, stock price volatility could be amplified. But at least for now, orders and profits are still supporting it.
73% growth is not just a number; it’s like an industry declaration: the AI feast is far from over.
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