$NVIDIA(NVDA.US) The market has had some concerns regarding Nvidia heading before CEO Jensen addressed them. The first concern is product delays. The market had previously rumored that the next-generation Rubin Ultra architecture might be delayed to 2028 for delivery, raising investor worries about a gap in Nvidia's product iterations. However, Jensen Huang denied this rumor and emphasized that Rubin Ultra is still scheduled to ship on plan. For Nvidia, the stability of its product roadmap is critical, as AI customers' procurement plans, data center construction pacing, and capital expenditure budgets all revolve around Nvidia's GPU architecture iterations. Second concern is whether cloud service providers' self-developed ASICs will eat into Nvidia's market share. Amazon, Google & other major cloud providers are all pushing forward with self-developed AI chips, sparking market worries that these custom chips will erode demand for Nvidia GPUs. However, by leveraging its CUDA ecosystem, Nvidia can still maintain a comprehensive cost advantage in most commercial scenarios. @Captain's Treasure