Here's what Wall Street is NOT talking about: the moment robotaxis go live at scale, the narrative flips from "we need infinite chips and cloud capacity" to "we need infinite autonomous vehicle fleets running 24/7 on cheap electricity." That's a fundamentally different capex story — and it doesn't favor the companies Wall Street's been buying. (https://www.cnbc.com/2026/09/01/waymo-and-zoox-expand-into-more-us-markets-as-robotaxi-race-heats-up.html),

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