$NVIDIA(NVDA)$
We're seeing AI factories being built around its ecosystem. Robotics firms are leaning on its platforms. Nations competing in sovereign AI are making significant investments in this kind of infrastructure.
A good example is Japan launching what's called the world's first national AI factory. The specs are notable: 13,750 Vera CPUs paired with 27,500 Rubin GPUs, a 140 MW capacity, and it's designed to support a major robotics push through 2040.
The broader AI race is clearly accelerating, and Nvidia remains one of the fundamental companies laying down that foundation.
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