Comment by topaz0

Nvidia market cap has increased about 10x since the crypto-shortage years. It wasn't small before, but there's a big difference between ~1% of the market and ~10% of the market in terms of systemic risk.

Also, as of last year about 80% of their revenues were from data center GPUs designed specifically for "AI", and that's undoubtedly continuing to grow as a share of their revenues.