Dabeii
liked
6
2
Dabeii
liked
$NVIDIA (NVDA.US)$ $BAYER MOTOREN WERK (BMWYY.US)$
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.
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.
8
Dabeii
liked
$Apple (AAPL.US)$ Speaking as someone who's repaired two of his iOS devices recently and stopped buying new MacBooks after 2012 because they made them harder to work on: Yes. Yes, they should.
However, I will wait until I see Apple release their control-addict grip over every aspect of their users' experience to believe it. I imagine this will be less like "You can fix your own Macs again, like you used to be able to" and more like "We'll continue to use unnecessarily weird, proprietary parts, only now instead of doing it so you can't repair your own device, we'll be doing it so you have to come to us for every repair part, so we can still get the money from you that we would have made by charging you for the repair." I'm sure we'll need to pay them through the nose for our septalobe screwdrivers and T7.253 Torx wrenches.
However, I will wait until I see Apple release their control-addict grip over every aspect of their users' experience to believe it. I imagine this will be less like "You can fix your own Macs again, like you used to be able to" and more like "We'll continue to use unnecessarily weird, proprietary parts, only now instead of doing it so you can't repair your own device, we'll be doing it so you have to come to us for every repair part, so we can still get the money from you that we would have made by charging you for the repair." I'm sure we'll need to pay them through the nose for our septalobe screwdrivers and T7.253 Torx wrenches.
20
4
Dabeii
liked
$NVIDIA (NVDA.US)$ hit 50% gain in revenue!! this is a real company with real profits!
3
Dabeii
reacted to
$SNDL Inc (SNDL.US)$
Good news 😀😀😀
Good news 😀😀😀
2
Dabeii
reacted to
$NVIDIA (NVDA.US)$ NVIDIA also announced it was releasing a set of tools, called “Omniverse Enterprise”. Their Omniverse, which was beta launched in December, is a simulation and collaboration platform which “serves as the connective tissue for physically accurate 3D virtual worlds,” according to the company. In prepared remarks, Nvidia Chief Executive Jensen Huang said in his keynote address that with Omniverse, “we now have the technology to create new 3D worlds or model our physical world.” Omniverse Enterprise, which costs $9,000 a year, is also available to customers in a 30-day trial. Just another example of how NVIDIA is going key to powering technology of the future.
$Netflix (NFLX.US)$ Netflix (NFLX) is launching a new TikTok-like short clip feature for kids called “Kids Clips” as soon as this week. Netflix said it would add new shirts based on its current and future offerings.
$Netflix (NFLX.US)$ Netflix (NFLX) is launching a new TikTok-like short clip feature for kids called “Kids Clips” as soon as this week. Netflix said it would add new shirts based on its current and future offerings.
17
Dabeii
reacted to
$NVIDIA (NVDA.US)$ best chips maker!
2