Managing Director Hans C. Mosesmann of Rosenblatt Securities says NVIDIA Corporation (NASDAQ:NVDA) is an early leader in the artificial intelligence space and is creating competition for companies like Intel (NASDAQ:INTC).
NVIDIA is without a doubt the leader in what I would call GPGPU computing. So it is called General Purpose GPU computing, and it has significant implications in terms of artificial intelligence.
Autonomous driving is a subset of artificial intelligence because it is not just about getting a car from point A to point B, and making sure that you can stop and avoid obstacles and things like that. It is about how the car interacts with the occupants of the car, not only the driver but the passengers as well, to make sure that the entire experience is safe and entertaining…
But in terms of delivering the computing power necessary to enable this kind of next-generation artificial intelligence or self-driving car we like NVIDIA with their Drive PX supercomputer. And then there are lots of opportunities within this type of vehicle for intelligent-type chips to deal with the power train, the instrumentation cluster, climate control and AI sensing inside the vehicle.
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