Following the announcement of new products at CES 2025, NVIDIA CEO Jensen Huang implied a full-fledged entry into the desktop CPU market. Through collaboration with MediaTek, there is a high possibility of bringing new competition to the PC processor market.
Advancing desktop CPU development through collaboration with MediaTek.
NVIDIA's CEO Jensen Huang mentioned the development of desktop CPU business in collaboration with MediaTek during an investor presentation on the 7th. This statement was made shortly after the joint development of the AI-capable PC platform "Project DIGITS" by both companies.
Huang stated, "Clearly we have a plan," but avoided making a definitive statement by saying, "We will inform you at a later date" regarding specific details. However, he explained about the collaboration with MediaTek, saying, "They can provide us with solutions, and they can supply the market themselves. This is a mutually beneficial relationship."
Following the announcement of new products at CES 2025, NVIDIA CEO Jensen Huang hinted at a full entry into the desktop CPU market. The collaboration with MediaTek is likely to bring new competition to the PC processor market.

Is it such a pessimistic content that it will drop so much?
I don't really understand the feelings of people who sell.
Compared to 2023 as a whole, the first half of 2024 is too bad. When comparing overall customer deliveries, they are decreasing. However, if you only look at 2024, the customer deliveries are increasing in Q1Q2Q3Q4. Tesla itself is working on various businesses necessary for the future, not just cars, such as Electrical Utilities and robots, so there are still attractive aspects.