Because Nvidia is personally investing in a huge amount of those customers, enabling the hyperscaling. If half of the circle breaks, the other half does too.

And those customers still have the demand to keep wanting more.

Contrary to the AI-bubble-doomsayers - most hyperscalers and neoclouds seem to be at capacity for current demand and even have already booked future demand.

> If half of the circle breaks, the other half does too.

If the good Lord's willing and the creek don't rise.