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 some additional 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...