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Stratechery by Ben Thompson

Nvidia's earnings were remarking and boring — two sides of the same coin. Everything the company does is about avoiding a consolidated world.
https://stratechery.com/2026/nvidia-earnings-dollars-per-gigawatt-open-and-hugging-face/

stratechery.comNvidia Earnings, Dollars Per Gigawatt, Open and Hugging Face – Stratechery by Ben Thompson

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