Nvidia's blowout (NVDA) earnings have become an earthquake sending shockwaves through tech. The company's revenue came in at $13.51 billion, an astonishing 101% jump year-over-year, setting Wall Street abuzz. And Nvidia's earnings are now not only about Nvidia: the tech company is now a bellwether for the AI boom, and an ecosystem has emerged in which a win for Nvidia can come in tandem with wins for other companies — as well as questions for others. Here's who's aligned with Nvidia's rise right now – and who isn't. The winners Much of the so-called "Magnificent Seven" are aligning with Nvidia's...