NVIDIA argues that the shift toward agentic AI and continuous post-training will sustain long-term demand for GPUs, CPUs, HBM, and data-center infrastructure. The company claims its Vera Rubin platform can train models using significantly fewer GPUs than the Blackwell generation while delivering higher throughput than alternative x86 architectures. Despite these efficiency gains, some market sentiment remains skeptical, comparing the reassurance of sustained demand to historical financial instability.