Nvidia just did $81.6B in a single quarter. Where does that leave Bitcoin's narrative?

Nvidia posted record Q1 FY27 revenue of $81.6B with data center generating 92% of sales, but the stock barely moved as expectations were already priced in. The article argues that AI infrastructure has replaced Bitcoin's narrative position as the macro investment thesis for smart money, with institutional capital now flowing to AI capex plays rather than cryptocurrency.