Nvidia (NVDA) posted another stellar quarterly report, boosting the bull case for scores of other names that stand to benefit from increasing data center spending. The chipmaker’s data center revenue went up 66% year over year, prompting investors to flock to server OEMs, including Dell (DELL) and HP (HP). Nvidia’s earnings call attempted to put AI bubble fears to rest as CEO Jensen Huang explained the company’s increasing role in AI data center infrastructure. The chipmaker is helping OpenAI set up at le ...