Jensen Huang's thoughts on NVDA's AI strategy for the next 5 years: 1. Locking in upstream capacity: Securing the silicon photonics supply chain in advance To avoid supply chain bottlenecks, NVIDIA is paying upfront deposits and even investing in companies like COHR and LITE to lock in production capacity for the next 2-5 years. 2. Paving the way downstream: Helping clients secure land and power Supporting compute cloud providers like NBIS by even helping them find land and electricity. Selling chips alone isn’t enough—downstream needs places to host them, power to run them, and users to utilize them. 3. Endgame with a holistic view From upstream optical manufacturing to midstream server networking to downstream end-user applications, any weak link in the chain could hinder NVIDIA's growth.