![]() #Nvda stock split rumor softwareBut its Drive autonomous vehicle platform spans not just hardware but also software services, helping automakers and autonomous vehicle researchers advance self-driving and safety capabilities.Īnother example is Omniverse, a new collaborative software platform for designers and creators of all sorts. ![]() Auto revenue was flat year over year in Q1 at $154 million as NVIDIA continues to exit commoditized vehicle infotainment hardware. Its auto industry platform is a prime example. Licensing revenue from selling chip designs will get a big boost from the pending ARM Holdings acquisition (which Kress said is still on track to be completed by early 2022), but there's a lot more to NVIDIA's business model these days.Ĭloud-based recurring software-as-a-service (SaaS) revenue is a promising front for this chip company. NVIDIA of course makes money from the sale of its semiconductors. NVIDIA is not just a hardware company anymore CFO Colette Kress said on the earnings call that "every industry is becoming a technology industry." There's no shortage of growth opportunity for NVIDIA, especially in cloud-based services and AI as companies unlock new capabilities and get more efficient in their operations using new chip tech. Just like its gaming business, data centers are in the early stages of getting upgraded. Last year, it unveiled a new data processing unit (DPU) and early in 2021 announced a CPU called Grace designed to pair with its GPUs and built from the ground up for modern data center applications like AI. This is a space traditionally dominated by Intel ( INTC 0.31%), but NVIDIA is gunning for the chip giant's haymaker. Lots of companies are adding GPUs to their data center designs as computing accelerators, or outright replacing older CPUs (central processing units) with faster and more energy-efficient GPUs. And in an increasingly sophisticated digital world, better hardware that is able to coordinate all this new data is needed. They operate the internet, mobile networks, the myriad of software services built and residing in them, and coordinate real-world activity like managing postal services and healthcare information. Sales were $2.05 billion in Q1, up a more-than-respectable 79% year over year.ĭata centers operate behind the scenes but are critically important computing units in today's world. ![]() Speaking of data centers, this has quickly emerged as NVIDIA's second-largest vertical. Complex data centers need new tech hardware New laptops featuring NVIDIA RTX 30 chips are coming soon. While cryptocurrency chips are contributing to this torrid pace of growth, the gaming and data center markets represent the lion's share of expansion. ![]() ![]() NVIDIA said it expects revenue to be about $6.3 billion in the second quarter, up 63% from a year ago at the midpoint. #Nvda stock split rumor seriesAnd to better address video game market demand, NVIDIA has built restrictions in the RTX 30 series to prevent these graphics processors from going to cryptocurrency mining outfits (the new CMP chips custom designed for the crypto market are out and are expected to haul in $400 million in sales next quarter). NVIDIA just recently announced the first batch of laptops with RTX GPUs are coming out this summer, which makes its new chips available to tens of millions more gamers worldwide. #Nvda stock split rumor upgradeThe hardware upgrade cycle is really just getting started. With such a boom in video game sales, it might seem like this leading segment at NVIDIA would be headed for a slowdown. These advanced chips come standard with ray tracing and AI-enhanced graphics capabilities to help players get the most out of their gaming experience. The surge is driven by the RTX 30 series GPUs released late last year. Gaming sales were $2.76 billion in Q1, up a whopping 106% year over year. NVIDIA got its start with high-end video game graphics, and the industry remains the company's largest market. New gaming GPU upgrades are just getting started ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |