What Nvidia's CEO Just Said Could Mean Billions in More Growth

Motley Fool2021-11-22

Nvidia's stock price has stretched to a high valuation of 115 times earnings following another blockbuster earnings report. That is an expensive price tag, but Nvidia is keeping it interesting by ...

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精彩评论

galvinpangg
2021-11-22
galvinpangg
Wowowowow!
Sphere
2021-11-22
Sphere
Rocket up
- Sphere:
  Up
thammada
2021-11-22
thammada
[Eye]
- Bubble5728:
  [Cool]
Annalz
2021-11-22
Annalz
NVDA add oil 🥳🥳🥳
Nyannie
2021-11-22
Nyannie
Good
- thammada:
  [Smile]
- Nyannie:
  Nice
Huatster
2021-11-22
Huatster
Good

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Nvidia's professional visualization segment, which includes Omniverse, makes up only 8% of Nvidia's business right now. Moreover, Omniverse is a software platform, whereas Nvidia's main business is still about selling more graphics chips to data centers and gamers. If Huang is right, Nvidia might have just found another profitable growth driver that no one was talking about at the start of 2021.\nProfessional visualization revenue is accelerating\nOmniverse is Nvidia's answer to the metaverse -- a virtual world that will allow people to communicate with one another and engage with 3D objects using augmented reality, virtual reality, and artificial intelligence. 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Nvidia is offering Omniverse Avatar for this special purpose. There could also be a wide use of robotic avatars that could change the way people shop online. For example, Huang mentioned on the earnings call that there are approximately 25 million retail stores. Each of those stores could have a robotic avatar powered by artificial intelligence to assist you with checkout or browsing merchandise.\nNvidia Omniverse is essentially laying the infrastructure for the future of e-commerce. It also has practical applications for companies that can use Omniverse to create replications of buildings, factories, and cities to help optimize logistics and other business operations. It's a monster growth opportunity for Nvidia, but it may take a while to fully play out.\nHow big an opportunity is Omniverse?\nDuring the earnings call, Huang referenced an annual license fee of $1,000 per user to use Omniverse. There are an estimated 40 million creators and designers around the world, which puts the addressable market at $40 billion.\nHowever, there is more to the opportunity here. The $40 billion figure excludes the extra sales of graphics processing units (GPUs) that users will buy for their PC or cloud servers in order to run Omniverse, which can run on any device using Nvidia's RTX graphics technology. This opens the door for the mass market since any consumer laptop equipped with an RTX graphics card can use Omniverse.\nNvidia is really building a very lucrative flywheel around its hardware chip business with software platforms, which should continue to push Nvidia's gross margin and profits up over time.\nAll of this explains why Huang calls Omniverse the company's largest graphics opportunity. For now, investors should consider investing in Nvidia on the merits of its data center and gaming business, but keep a close eye on growth in the pro visualization segment. It could be an overlooked growth 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