Just a shower thought on $AMD vs $NVDA Right now Nvidia undoubtedly dominates in robotics (Isaac, Omniverse, GR00T, Jetson). They own the whole development stack robots get built/trained on. Once humanoids are scaling massively (when we're out of dev. phase) and it becomes a cost competition, this is typically where $AMD outperforms Nvidia. Not to mention, its embedded/adaptive silicon (Xilinx) is crucial to real-time robotics control, which $NVDA doesn't have. Ofc this is contingent on robotics becoming progressively more mainstream. Just wanted to toss this thought out there. TLDR: wouldn't bet against $NVDA or $AMD in the long-run, but when it comes to robotics scaling, $AMD should have a higher upside.