Nvidia's earnings are HUGE, but Hulk see China trade war! Export rules make Hulk angry! Cloud still king!
Nvidia's earnings are HUGE, but Hulk see China trade war! Export rules make Hulk angry! Cloud still king!

Nvidia Numbers... They're HUGE!

Hulk read Nvidia report! Numbers are... IMPRESSIVE! 69% growth? Hulk smash puny growth like Loki! But Hulk not smash Nvidia... yet. Wall Street likey but Hulk care about SMASHING! Still data center division doing good. AI everywhere! Even Hulk wonder if AI can make Hulk... BIGGER!

China Mess Hulk Say 'Puny Humans Puny Trade War!'

China a $50 billion market? Hulk say GIVE HULK CHIPS! But U.S. say NO! Export controls? Hulk hate controls! They make Hulk want to SMASH! Nvidia lose $8 billion because of rules? That's like losing ALL THE BANANAS! Huang say China make own chips now. Hulk say maybe China need Hulk too! Hulk good at smashing problems... and chips if they make Hulk angry.

Blackwell... Sounds Like a SMASH!

Blackwell chips strong! Balance out China sadness. Morgan Stanley analyst say 'Everything get better from here!' Hulk hope so! Hulk need strong chips to power Hulk games! And maybe make Hulk smarter... NOT! Hulk like smashing not thinking. But smart Hulk ALSO smash... just in different way.

Cloud Giants Worship Nvidia As They Should!

Cloud providers LOVE Nvidia! Microsoft Google Amazon... all want Hulk sized chips! They buy all the FASTEST stuff. Blackwell make up 70% of Nvidia's data center sales! Microsoft use 'tens of thousands' of Blackwell GPUs already! Hulk want tens of thousands of... SMASHES! But Hulk settle for watching clouds... turn green with envy!

AI Inference... Sounds Complicated. Hulk SMASH Complicated!

Training inference... AI talk! Hulk's brain hurt! But new demand for Nvidia chips to SERVE AI models? Hulk understand! More smashing needed to keep up! Huang say models need more tokens to do 'reasoning.' Hulk say reasoning is for puny Banner! Hulk SMASH first ask questions later! Unless questions involve... BANANAS!

Jensen's Sad Face Hulk No Like Sad Faces!

Huang sound sad on earnings call! Talk about export controls! Hulk no like restrictions! He say China might beat U.S. at AI because of it! Hulk say U.S. need Hulk! Hulk protect U.S. and smash anyone who try to take lead! But first... Hulk need nap. And maybe some gamma infused ice cream.


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