No. of Recommendations: 2

Relatively bad news. Another analyst hold out has come on board the Nvidia train some 200%+ later. Underestimating data center demand. It takes a very ignorant person, particularly when it is one's job to analyze this stuff full time, to be that far off in regard to data center demand for AI.

Nevertheless, I like to see still existing negative people out there because it is a pile of future investors who will change their tune and climb the wall of worry.

This said, the guy still has no vision of just how large data center AI will grow to be. I am not sure how fast it will grow to get there, how many fits and stops there will be along the way, but it is not difficult to see that data center AI is going to be much larger than we currently envision and it is just starting.

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