The number of apps is going to increase 100-1000x over the next few years. 

1. Seems like an index of big cloud platforms and NVIDIA is a good way to bet on this

2. In the same way creators have moved from text and image to video and D2C, would imagine a lot more creator-built software in form of games, interactive stories, etc.

Tbh I've thought a bit about what changes when the focus goes from model training to inference. Not much changes for Nvidia here (I think)

When it moves from general inference to inference on edge devices that may change