NVIDIA just announced its Vera Rubin platform orders have reached a trillion-dollar scale. Jensen Huang keeps raising the AI ceiling higher and higher.
One real takeaway:While others debate “whether to use AI,” top players are competing on who builds more efficient, lower-energy AI factories.
In 2026–2027, compute is the new oil, chips are the new weapons.Which do you bet on — compute stocks or the application layer explosion?
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