The article also highlights the potential for growth in Edge AI, particularly in robotics and automobiles, and expects Nvidia to make significant announcements in this area. Nvidia's software business, which has grown to a $1B run-rate business, is also seen as a major opportunity for further monetization. Lastly, the author speculates about a potential collaboration between Nvidia and MediaTek in the mobile sector.
Key takeaways:
- Nvidia is focusing on additional growth opportunities in Inference processing, Software, Edge, and Automotive, and is expected to announce new hardware for training and inference, including the new Blackwell B100.
- Nvidia's software business has grown to a $1B run-rate business, including Enterprise AI and Nvidia Omniverse Enterprise, which are seen as major opportunities for further monetizing the installed base.
- Nvidia is expected to put a lot of weight on growth outside the data center walls, in robotics and in automobiles, with potential upgrades to Hopper or Loveless for Nvidia Jetson, and important statements about the growth of this market.
- Nvidia and MediaTek announced a collaboration for automotive last year, and there is speculation that Nvidia may help MediaTek up their GPU game, possibly by providing chiplets technology to the handset chip maker.