What if the next element to the S-Curve of growth we are seeing in compute capacity, which involves all elements of the semiconductor supply chain, grows even FASTER and with GREATER magnitude because we have another S-Curve forming right in front of us…which are humanoids. We have several millions of GPUs online, the world wants hundreds of millions of them… If the world also wants hundreds of millions of robots, if not billions of robots…especially due to our global population crisis… Where does this next decade go? Such an exciting time to be an investor.
