The Lemon Fool

Last nights earnings call from Nvidia showed the company is in a very sweet spot, with near 50 % year over year growth & nearly $2 billion in revenue this quarter.

Their chips are in a wide range of products, from gaming consoles, to autominous cars, to virtual reality, to...

The parallel that comes to mind is Intel just as the microcomputer revolution started, but now the revolution is perhaps the start of Artificial Intelligence and perhaps one victim will be intel who recently bought mobileye to try & compete in the autominous car market.

Nvida believe a shortage of drivers will lead to large scale autominous car use. The test data from Tesla already indicates that computer driven cars are better & consistently so than any human driver.

But perhaps I am being too enthusiastic. If Nvidia isn't going to dominate these areas what or which company will stop it?

Regards,

Nvda has been a barn burner since earnings.

Lots of chatter about how AI (Artificial Intelligence) is here now due to NVDA chips & that this is the equivalent of the PC and then Internet at the end of the last century.

Some are now saying that Intel will have to bid for Nvda.

Looking at the rough enterprise values we have intc at $176b, Nvda at $70.9b.

So count me as a skeptical, but there is no doubting the price strength of Nvda since earnings nor can one dismiss AI as a complete pipe dream. It is now too important a part of most big corporations [expletive deleted] of tools and is credited with e.g. how Amzn has dominated its competition through using AI.

Regards,

Nvida has run hard in 2017 and now soft bank buy a rumoured 4% stake:

http://www.marketwatch.com/story/softba ... 2017-05-24

Interesting!

Regards,

Ai will beat us at everything by 2060:

https://www.newscientist.com/article/21 ... y-experts/

Kind of interesting, but so short on details as to be pointless.

However, the latest Apple WWDC showed some remarkable augmented reality, adding in real time images to existing structures, first demo being placing a computer generated cup on a table with the live audience also in the shot.

Not sure what applications this will have beyond games, holographic like phone calls, but suspect they exist. As far as I know there were no nvidia chips in this, but happy to be corrected.

Regards,

Cramer on Nvidia, just over 1 minute of video:

https://vid.thestreet.com/p/105/sp/0/pl ... /video.mp4

Regards,

odysseus2000 wrote: As far as I know there were no nvidia chips in this, but happy to be corrected.

I would assume not, Mac hasn't used nVidia chips since 2014 and the iPhone etc. never have. Apple has been recruiting heavily into its own GPU design team for a couple of years, without revealing much detail about what their plans are. AR will certainly be a driver for nVidia though.

odysseus2000 wrote:Last nights earnings call from Nvidia showed the company is in a very sweet spot, with near 50 % year over year growth & nearly $2 billion in revenue this quarter.

Their chips are in a wide range of products, from gaming consoles, to autominous cars, to virtual reality, to...

The parallel that comes to mind is Intel just as the microcomputer revolution started, but now the revolution is perhaps the start of Artificial Intelligence and perhaps one victim will be intel who recently bought mobileye to try & compete in the autominous car market.

Nvida believe a shortage of drivers will lead to large scale autominous car use. The test data from Tesla already indicates that computer driven cars are better & consistently so than any human driver.

But perhaps I am being too enthusiastic. If Nvidia isn't going to dominate these areas what or which company will stop it?

Regards,

In the recently broadcast Horizon Dawn of the Driverless Car, there's a section about the use of GPU chips for autonomous vehicles. I found the program a bit underwhelming but there's an interesting interview with an NVidia boffin holding one of their modules. Looks like a very sound business development to me. The program is available on BBC iPlayer and the section about GPUs starts at about 36.25.

RC

No human driver delivery next year:

https://nvidianews.nvidia.com/news/deut ... ruck-fleet

Regards,