[nativeit]

For the record, most recent graphics revenues were $14.3B, with $116B in compute/networking. [1]

So quite lopsided. That curtails my expectations even further, as this represents a lot of initial infrastructure investments whose long-term expenditures (and viability) remain to be seen.

1. https://www.marketscreener.com/quote/stock/NVIDIA-CORPORATIO...