The million dollar question (or trillion dollar question I suppose) is for the upcoming quarters - will there be pallets of h100s waiting shipment, 2x pallets of h100s or 10x pallets of h100s... or have all the pallets are shipped for the time being.

Has demand saturated while downstream AI engineers tinker on actually profitable use cases or is it going to keep growing exponentially.

Probably most stock price models assume at minimum linear growth for the next 5-10 years. But if the future reality is that it nearly plateauing and will likely drop off...