Comfortable holding the current NVIDIA position, keeping it alongside the leading hyperscalers and a couple of NeoCloud businesses; no reason or target is given, just wait and see.
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They were able to very quickly put together with their engineering talent some Nvidia GPU-based data centers powering X, the social media platform, and Grok, the AI chatbot and now full-blown competitor with OpenAI's ChatGPT and Anthropic's Claude systems and others.
SpaceX has started designing in-orbit data centers with NVIDIA using some space-ready version of the Vera Rubin from NVIDIA, adapting that to go into a satellite, and then they said they're gonna start launching it into orbit in 2027.
I'm thinking of these more like being an extension of land-based radio access networks, RAN, the radio towers that help you connect your mobile device to your mobile service provider, like NVIDIA's Radio AI Network equipment that they're helping develop for 6G networks.
We feel okay where we're at owning NVIDIA and the leading hyperscalers and a couple of the NeoCloud businesses, and we'll wait and see.
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