From Reuters via the South China Morning Post, January 9:
- Li Auto, Great Wall Motor, Zeekr and the new EV unit of Xiaomi will use Nvidia’s DRIVE technology to power automated driving, Nvidia said on Monday
- Nvidia and US rivals face challenges meeting China’s demands for powerful chips, while complying with US controls on semiconductor exports to China
Nvidia said four Chinese electric vehicle brands will use its technology as the brains for automated driving systems, underscoring the US chip maker’s determination to expand in China despite Washington’s tighter export rules.
Chinese carmakers Li Auto, Great Wall Motor, Zeekr and the new EV unit of Chinese telecommunications company Xiaomi will use Nvidia’s DRIVE technology to power automated driving, Nvidia said on Monday at the CES technology conference in Las Vegas.
China’s rising EV brands are a key market for Nvidia’s automotive technology business. Chinese carmakers are racing each other to launch more advanced in-vehicle infotainment displays and automated driving functions. That has created a growth opportunity for Nvidia, Intel, Qualcomm and other semiconductor manufacturers.....
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Here's Nvidia's press release, January 8: Wave of EV Makers Choose NVIDIA DRIVE for Automated Driving
It seems like yesterday we were pitching Nvidia as the brains of your car, but it was actually going-on a decade ago:
May 2015
Nvidia Wants to Be the Brains Of Your Autonomous Car (NVDA)
We've mentioned, usually in the context of the Top 500* fastest supercomputers, that:
Long time readers know we have a serious interest in screaming fast computers and try to get to the Top500 list a couple times a year. Here is a computer that was at the top of that list, the fastest computer in the world just four years ago. And it's being shut down.That was from a 2013 post.
Technology changes pretty fast.
Among the fastest processors in the business are the one's originally developed for video games and known as Graphics Processing Units or GPU's. Since Nvidia released their Tesla hardware in 2008 hobbyists (and others) have used GPU's to build personal supercomputers.
Here's Nvidias Build your Own page.
Or have your tech guy build one for you.
In addition Nvidia has very fast connectors they call NVLink.
Using a hybrid combination of IBM Central Processing Units (CPU's) and Nvidia's GPU's, all hooked together with the NVLink, Oak Ridge National Laboratory is building what will be the world's fastest supercomputer when it debuts in 2018.
As your kid plays Grand Theft Auto....
A bit more troubling was April 2018's "UPDATED—NVIDIA Wants to Be the Brains Behind the Surveillance State (NVDA)"
In 2015 we started using a boilerplate intro to the company, here's a 2016 version saying "Focus on the AI/Machine Learning":NVIDIA: Don't Buy the Stock For The Autonomous Car Stuff (or virtual reality) NVDA; TSLA; IBM
Yesterday the usually very reliable Investor's Business Daily headlined a story "Nvidia Upgraded On Growth In Car, Cloud, Virtual Reality Fields". As we say in our standard intro to the stock:
Before we go any further, our NVIDIA boilerplate:
We make very few calls on individual names on the blog but this one is special.
They are positioned to be the brains in autonomous vehicles, they will drive virtual reality should it ever catch on, the current businesses include gaming graphics, deep learning/artificial intelligence, and supercharging the world's fastest supercomputers including what will be the world's fastest at Oak Ridge next year.
Not just another pretty face.
Or food delivery app.
It worked out.
Breakout:
There is no magic in lines on charts, just a graphic representation of what people were doing (and maybe, thinking.)
The
opposite of support being weakened and collapsing is resistance being
removed as the last of the sellers are taken out and the stock pops. It
is especially dramatic when the stock is setting new all-time highs as
there are no investors thinking "as soon as I get back to even I'm out"
i.e. minimal overhead supply.
