Sep. 10 at 11:46 AM
One thing the market may be missing with
$OSS:
People compare OSS growing ~25–30% with
$NVDA growing 100%+ and ask why a much smaller company isn’t growing faster.
But NVIDIA’s growth is mostly coming from Data Center:
Data Center: +117% YoY
Edge Computing: +27% YoY
NVIDIA Edge is growing roughly in line with OSS.
That suggests the issue may not be OSS. Edge/Physical AI itself is simply much earlier in the cycle.
Jensen Huang has said “physical AI is coming online” and called the physical world the next frontier of AI.
Look around: we still don’t have autonomous construction sites, large driverless truck fleets, AI-operated aircraft, autonomous defense systems or fully intelligent cities at scale.
What we do see everywhere are new data centers.
That’s where the AI spending is today.
My view: Physical AI may be where data-center AI was around 2016–2019 — real technology and real use cases, but before mass deployment.
That matters for
$OSS.
$NVDA $AMD $MU $SNDK