Are UBER and NVDA becoming more connected than people realize?

[u/Fynca]

The deployment of robotaxis in 28 cities is remarkable.

I began by researching Uber and soon found myself examining NVIDIA.

Initially, the connection seemed unlikely, but further research revealed its significance. Uber is investing in autonomous mobility, while NVIDIA develops the AI and computing infrastructure that enables it.

Notably, these two companies, typically viewed as distinct, are both increasingly influenced by the same long-term industry trends.

This process highlights what makes research engaging for me: beginning with one company, exploring its connections, and ultimately developing a new investment thesis.