2024-07-19 11:49:00 ET
Summary
- Nvidia Corporation is transitioning from a GPU designer to an AI factory builder.
- AI spending will continue to grow in healthcare, government, and robotics.
- CEO Jensen Huang says the AI robot industry could be bigger than the auto and consumer electronics industries combined.
Introduction
Per my March article , NVIDIA Corporation ( NVDA ) has a bright future with accelerated computing, and we need to think about them as an AI factory builder rather than merely a GPU designer. Since the time of that writing, new information has come out, including the March 18th GPU Technology Conference ("GTC"), the 1Q25 10-Q through April 28, the latest annual review with the May 2024 letter to shareholders, and the June 2024 Computex keynote video ....
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For further details see:
Nvidia: More AI Waves Are Taking Shape