Postaus

AI monetization is starting to look less like a single-layer chip story and more like a widening enterprise stack. NVIDIA doubled Q2 revenue year over year and projected about 70% growth for FY2028, even as supply constrained deliveries. Meanwhile, Salesforce AI ARR neared $4B, CrowdStrike delivered record net new ARR, and Synopsys raised its outlook, while slower Okta orders show the trend is not universal. My read: the strongest signal is not headline growth alone, but AI spending appearing across infrastructure, design tools, and recurring software demand. Marvell now offers a useful test of whether networking can extend that breadth into orders and cash flow. Not advice, just analysis. #AIMonetizationBroadens