Jensen needs to keep escalating the hype to keep the hoarding dynamics in play. Because that's what's selling GPU's. You can't look at voracious GPU demand as a real signal of AI app profitability or general demand. It's a function of global tech oligarchs with gargantuan cash hoards not wanting to be left behind. But hoarding dynamics are nonlinear through self reinforcment and the moment any hint of limitations of current gen AI crop up spend will collapse.