Nvidia showcased new Rubin platform handling AI model growth of 10x annually, launching second half of this year - good news for tech supply chain.
Asks about autonomous vehicle market implications with Nvidia-Mercedes partnership and competitive comparisons.
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Unknown Analyst
Autonomous driving will accelerate robotaxi market globally; creates big demand for memory/networking chips, benefiting tech supply chain.
Asks about AMD's new chips and potential to challenge Nvidia's market grip.
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Unknown Analyst
AMD aggressively catching up but unlikely to break Nvidia's dominance due to Nvidia's 10-15 year ecosystem; AI market expansion benefits multiple tech companies including AMD and other ASIC suppliers.