It looks like the president - which was a businessman - will make a huge damage to American IT businesses. And IT stocks dominate the S&P 500, comprising roughly 1/3 of the index's total market capitalization... Good luck America!
Nvidia is the ultimate beneficiary of the money invested (due to expensive GPUs). If Nvidia loses these good customers, it will have less revenue. So it prefers to slowly buy it's customers with this money...
I get that, but what I'm saying is that it's anticompetitive as heck. In a fair system, profits from NVDA's revenue growth should've been distributed to shareholders as dividends or reinvested into the company itself, not buy its own customers -- that's my (and countless others') biggest gripe with the whole AI bubble bs.
Antitrust regulators must be sleeping at the wheels.
I'm very happy that "AGI office workers" will use Microsoft products - so I don't have to do it anymore... But: they will not pay a dime for the licenses...
Basic yes, but drones are precision strike weapons by necessity: they can't carry enough payload to kill everything in a 50m radius for example. They depend on generally nailing a single target with cm-level precision.
And all that stuff is a new supply chain and more weight which isn't payload.
That a countermeasure can be built doesn't mean it's necessarily effective to do so - your drones get less cheap, less numerous, you have to incorporate such systems into tactical and strategic planning.
You're talking about a counterdrone system that's at technology demonstrator stage. I don't think they even have any contract or timeline for delivering production systems. Meanwhile tech used in the Ukraine war is adapting by the month.
"That a countermeasure can be built doesn't mean it's necessarily effective to do so" applies especially to reading a corporate press release about a system doesn't even have a timeline for being on the battlefield.
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