What stands out is Nvidia’s strategic divergence from AMD and Intel. While they stay focused on edge and PC AI, Nvidia is expanding into robotics, industrial automation, and AI-defined vehicles. This positions Nvidia for a larger, longer-term opportunity beyond traditional hardware cycles.
CES reinforces my view that Nvidia’s strength lies in shaping the future of AI, not just supplying chips. As AI moves from screens into the physical world, Nvidia is positioning itself as the core infrastructure provider for that transition.
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- icycrystal·01-05TOPthanks for sharing1Report