Steve Jang

And what they're saying is we want to have many competitors out there so we can sell you more GPUs.

And so Nuro is actually one of the very first partners that has been using that for years now.

NVIDIA is an investor in Nuro.

And so, you know, Nuro and Uber are sort of the prime example and hopefully a flagship for them and their business.

But, you know, NVIDIA on a larger scale at this show is what they're doing is they're kingmaking.

They're kingmaking an entire sector.

They're saying, you know, a year ago they were talking about robotics.

This year they've transitioned that into physical AI.

Now they're not just talking about robotics.

They're talking about autonomy and mobility because it's coming to a crescendo.

And so they're very, very smart in saying we're sort of like the Fed, right?

We're the Fed for AI.

We're going to tell you.

Yeah, yeah.

And we're going to tell you where everyone's going to go.

You may be on that wave.

You may not be on that wave, but you should be.

And by the way, we have the models, we have the data, and we have the chips and overall compute for you to go build that.

And so I think there's been a lot of argument about, is NVIDIA's kingdom at risk right now?

And I would say that they continue to surprise and be several years ahead of their competition.