Goldman trader: China's B-end AI revenue explodes, Nvidia still 'monopolizes', Hormuz and Jackson Hole — everything seems fine

Goldman Sachs trader Privorotsky believes that Nvidia's optimistic guidance for future growth, the surge in B-end revenue for Chinese AI firms, and falling inference costs actually unlock greater computing power demand; Salesforce proves software can monetize AI rather than be disrupted; with marginal improvements in Hormuz diplomacy and moderate expectations for Jackson Hole — under multiple positive factors, market sentiment continues to grind higher.