$BlackBerry(BB)$ This is a loo

$BlackBerry(BB)$ This is a look at what could come next.

The first part is about the AI factory, with things like Vera, Rubin, NVLink, and Spectrum-6.

The second part explains why spending on AI is likely to expand beyond just GPUs. It points to agentic AI, which would involve GPUs, CPUs, memory, networking, storage, and power.

The third part outlines a path from the AI factory to physical AI, linking Vera Rubin to agentic AI, then to IGX Thor and QNX, and finally to physical AI.

BB.TSX $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Alphabet(GOOGL)$

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