NVIDIA (NVDA) Model & AI Hype Train

• View NVIDIA’s (NVDA) historical financials before today’s earnings call: HERE.

• View more of our Excel-based company financials HERE.

  • We will add 25-50 companies per week.

• Regarding LLMs/Gen AI, valuations are wildly out of line. To date, approximately 95% of the Gen AI revenue generated has been the model builders buying chip arrays from Nvidia and its peers. $100 billion of end-user derived Deep Learning / Gen AI revenue would begin to justify current valuations. We are approximately at the $10 billion level. That does not cut it.

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