Based on my research and monitoring of China's advances in microchip fabrication and design, Nvidia is in real trouble and faces a very questionable future. Its current valuation, in my opinion, cannot be justified and it will face a marketplace reckoning sooner or later.
As a repeat customer of high-end GPUs, I am personally watching AMD, Intel and even non-U.S. companies that are rapidly advancing with real innovation, economies of scale and improved affordability for consumers.
I run a mini data center of 48 GPU workstations, and I'll be upgrading a lot of their hardware in the next year. Those upgrades will likely not be Nvidia.
The entire hydrocarbon supply chain of the Middle East is set to become obsolete.
Clean Planet (Japan) QHe = Hydrogen Thermal energy via mass-to-heat 24kW heating water Micro steam turbine AC energy Aircela converter (CO2 + Electrolysis=Methanol Gasoline via catalytic process).
LENR, in other words, makes it viable to produce gasoline literally out of thin air. It's just extremely energy hungry, which is why it's not economical when energy costs are high. But LENR tech dramatically changes that equation.
When energy is (nearly) free, then water desalination becomes economical and gasoline production becomes localized. You can make hydrocarbon chains using the carbon in the air and the hydrogen in cracked water.
We won't need the Persian Gulf to produce fuel for gas combustion engines or kWh for EV batteries.
The Strait of Hormuz will slowly become increasingly irrelevant to the global economy as LENR technology gets rolled out over the coming decade.