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Monday, August 23, 2021 5:56:29 PM
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”
I keep telling myself....deep breath....count to ten....try to answer without personal attack...if available, always try to present fact to back up your opinion.
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