$NVIDIA(NVDA)$ $Marvell Technology(MRVL)$ Open source models only add to the need for more compute and more data centers. Business is going to stay booming for a long time. Physical AI and militaries around the world retooling with robotic systems and weaponry is going to be huge demand, not to mention logistics companies and more autonomy at home than ever. All of it is going to need the major infrastructure companies for years to come.
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