The days companies pay any price to get NVDA chips without any question is behind us. Now NVDA has to work with customers to customize some part of the solution, and CSP growth at some point will inveitably slow down. Jense has high hope for enterprise market to pick up and drive additional revenue. What it is not clear from his comment is "timing" and "when".
The good news is that NVDA may trade like a more stable company, growing at healthy speed with PE bouncing between 25-35 --- meaning, it is more predictable.
