In addition, today we must also pay attention to the collaboration announced by NVIDIA and AWS at re:Invent, which can be summarized in one sentence: computing power, infrastructure, and AI model systems will form a closed ecosystem thanks to the deep linkage between both companies.

This collaboration makes AWS no longer just the cloud that offers datacenters but begins to deeply support NVIDIA's NVLink and MGX rack system while its own Trainium4 is designed to connect with NVIDIA systems.

The key to all of this, and what investors really need to understand, is that before companies were doing artificial intelligence as if they were building their own railroads, buying their own trains and looking for their own drivers; now NVIDIA and AWS take care of building the tracks, have the trains ready and provide you with the drivers, you just have to load the people and the goods and that's it, the train starts running.

The cost of artificial intelligence will continue to decrease, the speed will increase, and the barrier to entry for companies to use AI will become increasingly lower, meaning that the AI cycle will turn into long-term investment cycles of three to five years in infrastructure and equipment.

🌱 In the end, I want to calmly talk about the reality of investments. The AI industry is a long cycle, which is why we see many people speculating with AI stocks; at first, they rise very quickly, but then, when the funds are withdrawn or the excitement decreases, the volatility is enormous.

Essentially, AI in the stock market depends on whether there is someone else investing to drive prices in the short term. If the mindset of investors is very sensitive and they cannot withstand long-term volatility, the pressure is really great; many people are psychologically affected and in the end, they cannot even take advantage of good opportunities.
🤝 Just for that reason, if you can't stand so much fluctuation, maybe you could try a contract model. That would allow you to participate in the market with shorter cycles, at a clearer pace, risk, and time window, without worrying so much about price swings.

🌤 Of course, I'm not going to tell you what to do directly. Each person has their own personality, fund disposition, and tolerance level, so what works for some may not necessarily work for others. I just want to remind you: if you feel that waiting in the market causes you a lot of stress, you might want to try something more flexible, with a shorter time frame and clearer pace, so that you can manage your money at a pace that feels comfortable for you.