The vibe across the sell-side was the same: Whatever you think about AI froth, the growth itself isn’t imaginary.Inside the call, the subtext was louder. Nvidia reaffirmed that its next two years of supply are effectively spoken for. Chief financial officer Colette Kress pointed to a 63% sequential jump in supply commitments — an absurd number in a normal hardware cycle, but a fitting one in an industry where every hyperscaler is fighting for floor space, power, and delivery windows. Analysts who cover the ...