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- Nvidia is dominating earnings season, and it hasn't even reported results yet.
- Other mega-cap tech giants have been mentioning on earnings calls that they're boosting investment in AI infrastructure.
- Nvidia offers the popular H100 GPU chip that many companies use, and was specifically name-checked in some instances.
Nvidia is dominating first-quarter earnings season, and it hasn't even reported its results yet.
The company has received several nods, both directly and indirectly, from mega-cap tech companies that it counts as some of its biggest customers.