I keep buying NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares, and the Aug. 26 earnings report is another reason to keep going. Microsoft, Meta, Alphabet, and Amazon collectively guided to over $200 billion in AI infrastructure spend, and Nvidia commands over 80% market share in high-end AI accelerators. Data Center revenue alone was $75.246 billion, up 92% YoY, with networking up 199%. AMD’s MI-series is a real product, and it competes without the CUDA software lock-in or NVLink networking that let Nvidia’s Data Center Compute grow 77% YoY. Amazon (NASDAQ:AMZN) has Trainium as a multibillion-dollar business now, and Nvidia’s Data Center Compute still grew 77% YoY right through it.