Nvidia chips will be bought for sure but how much more growth is there remains to be seen. Trump has tariffs and selling to other countries is a challenge unless they want subpar chips like H20 or with 50% efficiency of the Blackwell chips insulting other governments not to mention possibility of backdoors in such chips. Nvidia will have to build such chips separately. Microsoft, Amazon, Meta are buying Nvidia but I understand they are also building their own. China is working on building its own might take a couple of years but they will get there. With 50% tariffs on India they are also getting started on their own chip ambitions. China and India that's roughly two biggest roughly 35% of world's population with two big countries requiring massive data centres to manage and process data h

AI is going to stay and be more and more part of our lives. Sure Nvidia is a big player in the AI space but now others are trying to erode its lead. AI is not Nvidia but is a player in that ecosystem.

Wonder how Grab's tag of "Driving South East Asia Forward' will change where they feature employment for people because of their platform. At least that's what I understand. Number of driver cars would eventually go down and Grab would earn more money since they could take 100% of fare with self driving cars working 24/7 instead of the 30% comission from the drivers. But this is going to be reality for all cab companies.