NVDA: keynote at CES

NVDA CEO gave the keynote at CES last night at 11pm EST. It’s about 110 minutes and definitely worth listening to if you are an NVDA investor. Here’s the link:

https://www.ustream.tv/NVIDIA

NVDA issued a number of PR which included new product announcements, partnership updates, etc.

Gaming:
https://finance.yahoo.com/news/nvidia-supersizes-pc-gaming-b…

Autonomous vehicles:

NVIDIA, ZF and Baidu Launch Industry’s First AI Autonomous Vehicle Computer for China
https://finance.yahoo.com/news/nvidia-zf-baidu-launch-indust…

NVIDIA and Aurora Collaborate to Build Next-Generation Autonomous Vehicle Compute Platform
https://finance.yahoo.com/news/nvidia-aurora-collaborate-bui…

Uber Selects NVIDIA Technology to Power Its Self-Driving Fleets
https://finance.yahoo.com/news/uber-selects-nvidia-technolog…

WOW! NVDA is moving so fast and seems to be hitting on all cylinders! Interestingly, NVDA and Uber have been working together since 2016. 2 million autonomous miles driven, 1 million of which in the PAST 100 DAYS!

Level 5 autonomous cars are coming in 2020, according to Jensen Hwang. This is based on NVDA’s insight into what’s happening…NVDA has it’s fingers in most efforts into autonomous cars.

Chris

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“WOW! NVDA is moving so fast and seems to be hitting on all cylinders! Interestingly, NVDA and Uber have been working together since 2016. 2 million autonomous miles driven, 1 million of which in the PAST 100 DAYS!” Chris

Great post, Chris. NVDA appears to be a leader of technology in the right place at the right time. Potentially an explosive opportunity may be at hand for investors.

Thanks for sharing.

Jim

PS Tonight: Call the Dawgs! and Roll Tide Roll!

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“WOW! NVDA is moving so fast and seems to be hitting on all cylinders! Interestingly, NVDA and Uber have been working together since 2016. 2 million autonomous miles driven, 1 million of which in the PAST 100 DAYS!” Chris

Plus partnering with BIDU and VW announced. All together working with 320 car related companies on self driving cars.

Rob

I thought that the most significant point in the keynote was that AI (SW) is now writing SW. And it’s writing SW that humans can’t write. Just think about the implications in terms of the speed of technology advancement, the speed of implementation, the new capabilities there aren’t currently possible. The world is changing faster and faster and AI is a big enabler. NVDA is at the epicenter. I’ve been wondering about the extent to which already uses AI to help its business. They have around 11,000 employees and it’s often seemed to me that compared to other companies NVDA gets a lot more done, a lot more products improved and launched. How? Is AI assisting? If not now, I’m sure it will. I’ve also noticed how fast they release the quarterly results after Q end. Seems like a lot faster than other companies.

Chris

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Hopefully they aren’t simulating their earnings :wink:

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