We listened to it and read a fair amount of analysis since.
Or at least it has more than you do.
Want to build a robot?
They have software for that.
Autonomous cars, drug discovery, video games they have that too.
Nvidia has software for all of those.
In fairness, we have no idea how successful any of these will be.
We are fairly certain that Nvidia is not too clear on that either.
That being said, the sheer quantity and depth of their offerings should be sobering for everyone else.
This is especially true for other semiconductor companies.
Here,Nvidia’s leadis doubly formidable.
AMD is a year or two along that journey, and they are way ahead of number three.
Everyone else has a long journey just to reach table stakes.
They seem to be using AI tools to accelerate the development of their own chips.
And now there is a risk that they are going to get even more productive?
