Nvidia (NVDA.US) earnings are coming: Can the "AI computing power bull market narrative" defeat the "AI bubble"?

Global investors focusing on AI computing power infrastructure and the broader AI infrastructure boom are seeking evidence that the world's largest market cap chip giant's profits are closely tied to the massive AI capital expenditure budgets—ranging from $650 billions to $700 billions—of the four major U.S. tech giants (hyperscalers), and that these profits are expected to grow strongly in tandem with this major trend.