Nvidia’s Networking Chief just revealed where he is convinced the next AI fortune could be made.
And here’s the best part… You don’t need to be a PhD, a Silicon Valley insider, or have millions of dollars in seed capital.
Gilad Shainer, Senior Vice President of Networking at NVIDIA, says: “A growing portion of the billions spent on AI [will land here].”
Jensen Huang, the CEO of Nvidia, agrees, calling it: “foundational to scaling AI.”
Yet, these tech titans aren’t talking about AI chips, chatbots, or anything like that. It’s a hidden AI play few are noticing, one that’s quietly becoming one of the fastest-growing cash streams in America today.
We just recorded a video on exactly where Nvidia’s Networking Chief says billions could flow next…
Warning: if you’re only focusing on chips and chatbot stocks, you will miss this entirely.
P.S. Nvidia just announced it will spend $500 billion over the next
4 years…But a massive chunk of that cash is headed somewhere surprising.
It’s not AI chips, chatbots, or anything similar. Yet Nvidia’s own Networking Chief says fortunes could be made here. Click here to watch the full story now.
Tesla's Robotaxi Goes Unsupervised: Is the Rally Justified?
Authored by Jeffrey Neal Johnson. Date Posted: 1/22/2026.
Summary
- Unsupervised autonomous rides have officially begun in Texas as Tesla prepares for mass production of the Cybercab later this spring.
- A new insurance partnership validates the safety data of the self-driving software and opens the door for widespread commercial adoption.
- The energy storage division is achieving record growth and providing a stable financial foundation as the company transitions to robotics.
For years, the promise of self-driving cars has powered Tesla's (NASDAQ: TSLA) lofty stock valuation. That promise is moving from theory to reality on public roads. On Thursday, Jan. 22, Tesla confirmed the launch of unsupervised Robotaxi rides in Austin, Texas.
This is a pivotal moment for the company. Until now, autonomous testing required a human safety driver behind the wheel, ready to take control if the software failed. Removing that human safety net suggests Tesla's internal data meets the safety thresholds required for commercial operation.
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See the full 2026 AI investment playbook and all three secret partners.Investors reacted positively. Tesla shares trade near $448, pushing the company's market capitalization to roughly $1.43 trillion. While critics point to declining vehicle sales, the market appears to be pricing in a major business-model shift. Tesla is no longer viewed solely as an automaker; it is increasingly seen as an artificial intelligence and robotics platform. The Austin launch is the first tangible proof that this transition is on schedule.
Safety Drivers Step Aside: The Unsupervised Era Begins
The significance of Thursday's launch cannot be overstated. In autonomous driving, moving to unsupervised operations is the ultimate technical and regulatory milestone. It indicates the software can handle complex urban environments without human intervention.
For investors, this milestone lends credibility to CEO Elon Musk's aggressive timeline. The dedicated Cybercab Robotaxi is scheduled for limited production in April 2026. Deploying unsupervised vehicles now demonstrates the software stack should be ready when the dedicated hardware begins rolling off the assembly line later this spring, materially reducing the execution risk that has shadowed the stock.
The Lemonade Deal: Insuring the Uninsurable
Alongside the technical achievement in Austin, a new financial partnership provides a different kind of validation. Lemonade Insurance (NYSE: LMND) has announced a specialized product for Tesla drivers using FSD (Full Self-Driving). The program offers meaningful rate discounts through direct integration with Tesla's driving data.
This is bullish because it addresses a major risk: liability. One of the biggest questions about Robotaxis has been whether they can be insured. When a third-party insurer is willing to underwrite these risks and offer discounts, it implies the safety statistics back Tesla's claims. That external vote of confidence helps reduce the likelihood of regulatory roadblocks and clears a path for wider commercial adoption.
The $1.4 Trillion Question: Why Energy and AI Trump Auto Sales
Viewed through traditional automotive metrics, Tesla's stock price can look hard to justify. The company delivered 1.63 million vehicles in 2025, an 8.6% decline from the prior year. Despite shrinking sales, the stock trades at a price-to-earnings ratio (P/E) of roughly 288x.
For context, legacy automakers typically trade at single-digit P/E ratios (often between 6x and 8x). Why is Tesla trading at nearly 300 times earnings?
The gap exists because investors no longer value Tesla only as a carmaker. They are pricing it as a high-growth technology platform. The market is paying a premium today for the potential future earnings of a Robotaxi fleet. Tesla aims to operate these vehicles at roughly $0.20 per mile. If achieved, software-based revenues from that fleet would carry far higher profit margins than selling hardware, which helps justify the large multiple.
49% Growth: The Energy Division Steals the Show
While the AI future is promising, Tesla already has a tangible growth engine supporting its valuation: the Energy division. Even as car sales cooled, the energy storage business posted record results, becoming an important financial stabilizer.
Key Energy figures for 2025 include:
- Q4 Record: Tesla deployed 14.2 gigawatt-hours (GWh) of energy storage in the fourth quarter.
- Annual Surge: Full-year deployments reached 46.7 GWh.
- Growth Rate: That represents a 49% increase over 2024.
As the automotive business faces cyclical pressure and price cuts, this high-growth division provides a revenue floor and reassures investors that Tesla can continue funding its AI ambitions without rapidly depleting cash reserves.
Earnings Preview: Margins Matter More Than Revenue
Despite a strong long-term thesis, short-term volatility is likely. Tesla is set to report its fourth-quarter earnings on Wednesday, Jan. 28. Analysts expect revenue of about $24.8 billion. But smart investors should look beyond the headline revenue figure.
The most important metrics to watch next week are:
- Operating margins: In the third quarter of 2025, margins fell to 5.8% amid vehicle price cuts and heavy AI infrastructure spending. Investors will want to see whether the booming Energy division has helped stabilize profitability.
- Delivery guidance: Will Tesla signal a return to vehicle sales growth in 2026?
- International FSD: There is growing speculation regulators in Europe and China could approve Supervised FSD as early as February 2026. Confirmation on the earnings call would be a major catalyst, opening two of the world's largest markets to Tesla's high-margin software subscriptions.
A New Chapter for Tesla Investors
Tesla now looks like two businesses under one ticker: a maturing automaker facing demand headwinds, and a high-growth robotics/AI company approaching a potential breakthrough. The successful launch of unsupervised rides in Austin provides the proof-of-concept investors needed to keep faith in the latter.
Next week's earnings may highlight the financial scars of a tough year for autos, but the broader thesis remains: the transition to AI is underway, the technology appears to be working, and the Energy division is growing fast enough to buy the company time. For investors, the premium valuation is a bet on execution — and as of today, Tesla appears to be executing.
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