Semiconductors
Nvidia: A Leader in AI Hardware and AI Software
Although Nvidia is commonly known for their dominance in hardware and GPUs, I believe Nvidia will be one of the biggest or perhapsthe biggestAI software stack company in the world. This is the most important analysis I have ever written on Nvidia because the company is changing rapidly into a software company. Before I go into semiconductor jargon where I risk losing your attention, I want to make sure our Members are fully aware that the segment where Nvidia will dominate with AI software is automotive. I am not talking about a few OEMs that trickle into a little bump in revenue. I am saying that Automotive is scheduled to become Nvidia’s number one segment – even over data centers – and to the tune of it being 3X larger than its gaming segment.But first, let’s talk about the H100 and how this new GPU architecture will also help Nvidia lead on AI software at the enterprise level.There is plenty going on outside of Automotive that we need to cover so I kept automotive for last.
Sign in to read the full article
Sign in with your I/O Fund account to check your plan access.
