AI will be touching everything. Not just robots,as we see them as some form of humanoid, but all industrial applications, as well. This NVDA story is in its early innings. It's like trying to imagine what the internet would become in 1995. This will unfold.
I know many are scared of the hyperscalers stopping their crazy buying rate, but I believe there are many second and third stage companies that are in line for their own chips, not to mention many sovereign states.
Automated driving, robotaxis and robotics are potentially huge markets in themselves. The AI PC they are developing for $3K is also very interesting. So much to look forward to here. Don't lose site of it over short term choppiness.
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