Part 9/10:
Tesla’s focus on autonomous robotics and AI is expected to continue fueling its growth, making it a natural complement to Nvidia within this new tech epoch.
IPO and the OpenAI Outlook
Lastly, Ives weighed in on the potential IPO of OpenAI. While details remain fluid, he sees OpenAI as the "golden child" in the AI space, leveraging strategic partnerships with Nvidia, AMD, Oracle, and others to build an integrated AI stack. The valuation remains a topic of debate, but the company’s vision aligns with the broader trend of building a comprehensive AI ecosystem.