$NVIDIA(NVDA.US) investors are too focused on next year and missing the bigger picture:
➡️For the next two years, we're still early in the AI data center buildout.➡️ Beyond that, Physical AI will pick up where the data center leaves off. While robotics represents less than 1% of revenue today, it has the potential to become the data center’s encore and move the growth needle. Welcome the new Jetson AGX Thor robotics chip to the lineup.Source: Gene Munster
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