Longer term, NVIDIA gave preliminary guidance for about 70% revenue growth in FY2028, which is a very strong signal on AI infrastructure demand. NVIDIA also just authorized an additional $150B share-buyback program, bringing remaining authorization to about $235B Sound good on a long run.
45 Cybercabs for Tesla? That’s a pretty bold move. If they can scale it successfully, it could be a major step toward Tesla’s autonomous ride-hailing vision.