What signals have you seen that point to investment being predicated around AGI? Boosting Nvidia stock prices could also be explained by an expectation of increased inference usage by office workers which increases demands for GPUs and justifies datacenter buildouts. That's a much more "sober" outlook than AGI.

In fact a fun thing to think about is what signals we could observe in markets that specifically call out AGI as the expectation as opposed to simple bullish outlook on inference usage.