Apr. 16 at 1:57 AM
$OSS is approaching double digits after its shareholder letter. Market focus remains on
$NVDA and hyperscalers, but the AI narrative is shifting from training to deployment.
AI has two phases:
1️⃣ Training layer (cloud): NVDA /
$MSFT /
$AMZN
2️⃣ Deployment layer (real-world use): requiring low latency, real-time inference, and physical integration
OSS sits in the deployment layer, enabling GPUs to operate outside data centers across defense, drones, autonomy, and industrial systems—essentially edge AI infrastructure.
In this framework, NVDA is the “brain,” while OSS helps extend that intelligence into the physical world. Market exposure remains skewed toward cloud, while deployment remains under-positioned.
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