Jul. 8 at 2:49 AM
$NOK the market doesn’t get it, but it will REAL soon. For AI robotics to really kick off, inference cannot live in the robot, due to the immense battery drain and added weight. Inference must live in the edge, at the RAN (cell tower). Then the robot can spend its limited battery on the tasks it is meant to do.
$NVDA knows this very well, that’s why it invested in Nokia for its RAN and photonics technology, and
$GLW for its optical fiber and interconnects. Only then can we have microsecond latency needed to run robotics at the edge.
“RAN is the next RAM.”
Meanwhile fabs like
$GFS will actually produce the RAN, photonics and optical chips needed to make all this work. Lastly,
$BB holds the moat for the industry standard real time operating system (QNX) that runs these robots.
Follow my plays and you will be rich. I predicted AMD and Intels 5x (see my old comments). Now load up on GLW, NOK, BB, GFS. This is the future of physical AI. This dip is a gift from above. Don’t be a pussy.
