Prof G Markets Nvidia’s Blowout Can’t Calm AI Anxiety
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Feb 26, 2026 
Ian Bremmer, Eurasia Group founder and geopolitics expert, offers a sharp read on the State of the Union and global risks. Gil Luria, D.A. Davidson tech strategist, breaks down Nvidia and Salesforce and the twin fears around AI. They debate market reactions, productivity effects, valuation gaps, and what the speech left out.
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NVIDIA's Multi-Year Data Center Visibility
- NVIDIA's data center revenue is driving staggering growth with long-term visibility as customers make multi-year commitments.
- Gil Luria says NVIDIA guided growth beyond one quarter into calendar 2027, signaling sustained data center rollouts and backlog clarity.
Two Opposing AI Anxieties Explained
- Two opposite AI anxieties coexist: data center build-out unsustainability and AI wiping out industries overnight.
- Luria argues both are extreme and an 80% middle outcome—steady productivity gains—is most likely.
Salesforce Deceleration Is Business Specific
- Salesforce's miss reflects company-specific deceleration, not an AI-driven collapse of software.
- Luria notes recent growth was boosted by Informatica and Salesforce is losing share to niche competitors like HubSpot and Klaviyo.