$BB QNX is integrated in these stacks. Think of the reach nvda will have with physical AI, and extrapolate that to a small cap. The potential upside is mind blowing. 🤯
They are already GAAP profitable, heading into a growth sector. My biggest position by far.
JENSEN HUANG SAYS NVIDIA $NVDA MAY NO LONGER BE SEEN AS A CHIP COMPANY
He says physical AI requires NVIDIA to build complete computing systems across entire industries:
- Each physical AI platform needs three computers: one for training, one for the digital twin and one inside