Beyond gaming - Nvidia's Omniverse makes BMW's plants 30% more efficient

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There's a lot of hype around Nvidia's role in gaming, crypto, and self driving. But often overlooked is how their Omniverse and AI can help companies build virtual factories and identify optimal paths to production.

Jensen said:
We want to simulate all factories in metaverses, in this omniverse. We want to simulate plants in omniverse. We want to simulate the world’s power grids in the omniverse.... By doing that, we could decrease the amount of waste, and that’s the reason why the economics are so good for companies,” he continued. “They’re willing to invest a small amount of money to buy into this artificial intelligence capability but what they save is hopefully hundreds and hundreds and hundreds of billions of dollars.”

I think this explains why Nvidia's valuation is skyrocketing. This line of business is not reliant on securing chips. This is a subscription based software model -- and right now no one else is close to doing anything like this except for Nvidia. Their combination of Omniverse + AI seems like an unassailable moat.