🚕💥 Goldman Sachs forecasts North America’s AV rideshare market to grow at a 90% CAGR from 2025–2030. Gross margins for vertically integrated robotaxi operators could reach 40–50%, driving ~$3.5B in US AV gross profit by 2030.

Inference is exploding. Autonomy & robotics are trillion-dollar markets. Annual cadence + constrained supply preserve growth. China is an opportunity for autonomy and robotics, but a risk too. The $4T climb is just another waypoint for NVIDIA $NVDA 👇 chipstrat.com/p/nvidias-clim…

Enjoyed another morning chat with Diane King Hall on Schwab Network talking Nvidia! Topics we hit: • $4.25T and AI adoption • Real-world AI value • AI as job destroyer vs. job creator • Blackwell + Ultra ramp • Tokenomics + infra cycles Watch: youtube.com/watch?v=MFOUd9…

As I said on Chipstrat back in January, CPU TAM is increasing thanks to AI. $AMD is seeing the same !

SkyWater increased American capacity for foundational silicon significantly. If you haven't heard of $SKYT, I wrote a short intro below.

Joined IvanaSPEAR & Nicole Petallides on Schwab Network to talk Mag 7. Nvidia: High ROIC, leading. Azure & GCP: Winning AI cloud; AWS short on GPUs & power. Google: GenAI boosts ads. Apple: On-device AI still forming. $NVDA $MSFT $GOOG $AAPL $META $AMZN $TSLA youtube.com/watch?v=Q6Chi6…

.IvanaSPEAR: Mag 7 can't be grouped; focus on 'bifurcation.' Power gen and A.I. infrastructure will drive growth. Austin Lyons: $MSFT and $AMZN lead in cloud, $GOOGL in generative A.I. Both agree: $NVDA is central.

Fun 10-min run with Alex Coffey on mega tech + semis! $AAPL — Why partnering for models makes sense $TSLA — EV business strain = funding risk for future bets (robotaxis, robotics) $MSFT — Infra + apps both winning from AI $INTC — How it fell behind, what’s next $AMD — How