"Nvidia is positioned perfectly to thrive on the coding agent wave" and the explosion in inference demand, says @firstadopter. "I met with Ian Buck and dozens of engineers at Meta, Google, and Nvidia. All of them are seeing crazy inference demand and AI compute shortages." "People are building bots to pick up any kind of B200 GPUs they can find, but they're waiting weeks or months." "Jensen is very prescient. He probably saw this demand months away. He locked up all the supply agreements for…