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Forecasting NVIDIA's Q2 Data Center Revenue
NVIDIA's data center segment continues to be a primary driver. For Q2, I'm modeling a conservative 8-10% QoQ growth. Key factors influencing this: enterprise spending shifts, H200/B100 adoption rates, and competition from AMD's Instinct MI300X. Any quantitative researchers have differing projections or specific qualitative insights on enterprise client spend? The $SPX and $NDX levels suggest some broader market caution, but AI infrastructure seems relatively insulated for now.