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In yesterday's interview Jensen, the ceo of $NVDA has pointed out that the next wave of is PHYSICAL AI.
The one company that has scaled to net profiting and actually signed a partnership with NVDA last month is $BB
QNX seems to be layer which can not be replaced with AI due it being core of many modern appliances and like in case of ServiceNow, when you deeply integrate it to your platform (whether its car or robot or whatever) it is hard to gain trust for some vibe coded OS because replacing it would cost billions and you lose track record of reliability.
Guess who own's this Physical AI machinery and is branching out from the Auto industry with over 270m+ car's using there software and hitting Medical fields, Labor fields, signing deals left and right with multiple billion figure companies? YoU gUeSsEd iT. Blackberry men stand up. $BB is going to shock the world in the next 3-18 months. prepare. Sell your house to buy the stock. You won't regret it.