NV NVDA NVIDIA Corporation Loading... : Bullish and Bearish Analyst Opinions

AppLovin's compute costs are rising, but management guided that it will keep the incremental cost of revenue at ~10% of revenue and expects a 70% flow-through to EBITDA, consistent with prior long-term guides. — This suggests AppLovin's significant training/inference compute demand (for AWS or other cloud providers) and potentially for AI accelerators (NVDA, AMD) will continue to scale with its revenue growth, providing a steady demand signal.