Sorry, if it has been posted before:
https: //venturebeat.com/2022/02/20/jensen-huang-interview-nvidias-post-arm-strategy-omniverse-and-self-driving-cars/
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VentureBeat: What is your post-Arm strategy? Do you have to communicate your strategic direction in light of [the Arm deal being called off]?
Jensen Huang: Not really anything. Because we never finished combining with Arm. So any strategies that would have come from the combination were never talked about. And so our strategy is exactly the same. We do accelerated computing for wherever there are CPUs (central processing units) . And so we’ll do that for x86. And we’ll do we do that for Arm.
We have a whole bunch of ARM CPUs, and system-on-chips (SoCs) in development. And we’re enthusiasts. We do all that. We have a 20-year license to Arm’s intellectual property. And we’ll continue to take advantage of all that and all the markets. And that’s about it. Keep building CPUs, GPUs (graphics processing units), and DPUs (data processing units). "
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VB: And how are you viewing progress on the metaverse? It seems like everybody’s a lot more excited about the metaverse, and the Omniverse is always part of that conversation.
Huang: Let’s see. Omniverse for enterprise is being trialed and being tested in about 700 or so different companies around the world. We have entered into some major licenses already. And so our numbers are off to a great start. People are using it for all kinds of things. They’re using it for connecting designers and creators. They’re using it to simulate logistics warehouses, simulate factories. They’re using it for synthetic data generation because we simulate sensors physically and accurately.
You could use it for simulating data for training AIs that are collected from LiDAR, radars, and of course cameras. And so they’re using it for the simulation part of the software development process. You need to validate software as part of the release process.
And you can put Omniverse in the flow of robotics application validation. People are using it for digital twins, too.
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And I think there will be thousands and thousands of applications of autonomous vehicles, and it’s a sure thing. T
his year is going to be the inflection year for us on autonomous driving. This will be a big year for us. And then next year, it’ll be even bigger next year. And in 2025, that’s when we deploy our own software where we do revenue sharing with the car companies.
And so if the license was $10,000, we shared 50-50. If it’s a subscription base of $1,000 or $100 a month, we share 50-50. I think I’m pretty certain now that autonomous vehicles will be one of our largest businesses.
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