Nvidia is starting to move past just selling chips for AI training. A recent writeup highlights their partnership with Palantir to build full-stack AI solutions for commercial businesses. This gives them steady, high-margin recurring revenue from software instead of just cyclical hardware sales. The industry focus is shifting to AI inference and physical applications like robotics and autonomous vehicles. Nvidia is trying to capture this by providing the underlying software stack, like CUDA, alongside their GPUs. The author projects Nvidia's earnings could compound at 25% annually over the next five years. In a perfect scenario, they estimate the company could reach a $20 trillion valuation by the early 2030s.