Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

Ad free for Patrons and Not Investment Advice :)

Few realize that NVidia is positioning itself to be The Apple AND the Android of Humanoid Robots!

And everyone knows demand for Data Centers will grow fast - but few expect the additional demand waiting in the folds.

Files

Previews only

🎉PAT NVidia's Plan to Be The Apple AND The Android of Humanoid Robots

Ad free for Patrons Not Investment Advice but Few realize that NVidia is positioning itself to be The Apple AND the Android of Humanoid Robots! Enjoy! 00:00 - Intro 02:02 - 1. My Investing Philosophy 02:33 - - EMH Beginnings 04:26 - - EMH Falls Apart 06:44 - 2. Data-Center and AI-Training GPUs 08:11 - - A Caveat 10:06 - - Boom! 11:55 - 3. The Apple and the Android of Robotics 14:05 - - Underutilized Asset 15:41 - - Ecosystem 16:40 - - Hardware Galore 18:35 - - Boom! 19:48 - 4. Automotive 21:15 - The Bottom Line

Comments

No comments found for this post.