NVIDIA Corp (NVDA)

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Here’s a little good news for NVDA. It was from today’s investor presentation published by NVDA.

Link to the presentation:

https://s22.q4cdn.com/364334381/files/doc_financials/2022/q2/NVDA-F2Q22-Investor-Presentation-FINAL.pdf

They list the numbers from each division (Gaming, Data Center, Professional Visualization and Automotive), along with highlights from each.

Although Automotive is the smallest by far, I was encouraged by the highlights from that division:

1. Sequential declines in infotainment were largely offset by growth in self driving.
2. Substantial design wins should drive a major inflection in revenue in the coming years.
3. New wins include robotaxi startup AutoX and trucking platform startup Embark.
4. NVIDIA DRIVE ecosystem partner Plus to provide self-driving trucking systems to Amazon.

Self-Driving trucking systems to Amazon ????

Here is a little blog about Plus.AI.

https://blogs.nvidia.com/blog/2021/03/09/autonomous-trucking-startup-plus-next-gen-platform-nvidia-drive-orin/

Amazon delivery vehicles. You can’t drive down the road without seeing one! Every self driving system sold will have Nvidia software inside!

Think THAT will drive revenue up a bit???

Here’s a little blurb from the blog:

“ The self-driving system, known as PlusDrive, can be retrofitted to existing trucks or added as an upfit option on new vehicles by manufacturers. The company plans to roll out the next-generation platform in 2022 and has already received more than 10,000 pre-orders”