This started as a chip company and now tracks the growth of NVIDIA.

Stephen McBride, Principal Analyst at RiskEdge Report, details why NVIDIA has been his "cotton" investment for a decade. He wrote that NVIDIA will be one of the top 10 companies in the world by 2025 and investing in it will be one of the best ways to make money for the next 10 years. GPU Pioneer NVIDIA has expanded its horizons to become a leader in artificial intelligence.

For the first time in 2020, AI-related sales became his biggest business. The omnibus' biggest theme, the GTC 2021 fall event, recently wrapped up, leaving even skeptics silent. Under such circumstances, would it be correct to assume that he has already gone beyond the status of a simple chip maker? NVIDIA has turned its back on companies like AMD and Intel.

Now, what happens to this? Effective AI Implementation Founded in 1993, NVIDIA focused primarily on graphics chips and gained popularity in the 2000s with the production of hardware for the Xbox and Playstation. Earlier this month,  NVIDIA was valued at $750 billion for the first time. The company's share price has grown nearly tenfold since the end of 2018,  and its share price has doubled in the past six months. NVIDIA has always championed the creation of next-generation graphics. A powerful component of AI  is what sets it apart from its competitors.

In fact, Huang previously said that AI is the future of computing. He said  NVIDIA will not only deliver this transition but will evolve into an all-in-one company  AIenhanced with its next platform. NVIDIA has successfully combined hardware and software to deliver efficient AI solutions that include an end-to-end robotics platform called Isaac that enables businesses to input data and train  AI systems before they are deployed. At the GTC conference.

NVIDIA CEO Jen-Hsun Huang spoke about the company's latest efforts to develop GPUs for video rendering, smart avatars, virtual assistants, drug discovery, autonomous vehicles, 5G beamforming, quantum computing simulation, and optimizing factory operations using digital twins. talked about. The company is also working toward its ambitious goal of creating a digital twin of the planet for climate simulation. These applications collect, process, and store more data from peripherals to the data center.

One of the factors that keep NVIDIA ahead of the competition is the fact that not only does it help companies store or access large amounts of data, but they are also developing effective ways for businesses to use that data using AI and machine learning. . full stack company With the evolution of the IT environment, companies are expanding their hardware and software capabilities. NVIDIA is now focused on building an ecosystem that supports digital twins and avatars.

In fact, the company is now positioned as a full-stack platform provider. NVIDIA's head of enterprise computing, Manuvir Das, said in an interview: “Nvidia is not just a hardware or software company, it's a full-cycle company. We make all levels of software and all levels of hardware." Huang repeated the same thing during the keynote of  GTC 2021. He said the company is optimizing the entire stack.

The company focuses on accelerated computing,  well supported by a combination of CUDA general-purpose programmable GPUs, libraries of acceleration algorithms for accelerating applications, and distributed computing and software for scaling processing across data centers. CUDA  is NVIDIA's competitive moat, developed and improved over 15 years. As NVIDIA continues to accelerate more applications, the NVIDIA partner base is expanding to include some of the largest industries in the world.

“We start with an amazing chip, but we create a full stack for every science, industry, and application,” Huang said. NVIDIA Omnibus NVIDIA had already released its own version before Facebook drew all the attention by announcing a complete rebranding of the Meta to a new version, centered on the Metaverse. Officially announced in April, NVIDIA is thrilled with its renewed interest.

Naturally, most of Huang's keynote speech at  GTC 2021  focused on advancements in this area. According to the public response surveyed, this investment has paid off quite well. Omniverse was named one of the Top 100 Innovations of 2021. Nvidia's market cap surpassed $700 billion on Nov. 4 amid investor optimism amidst metaverse hype as a hot topic of the season, investors reported.

Omniverse is a scalable real-time multi-GPU multi-GPU development reference platform for  3D simulation and design collaboration. It's based on Pixar's generic scene descriptions and NVIDIA RTX technology.  Omniverse is in open beta and has 70,000 users. Recently announced Omniverse-related innovations include Omniverse Avatar, Omniverse Replicator, Omniverse Farm, and Omniverse Showroom.

Where does NVIDIA stand in the competition? Intel and AMD are considered to be NVIDIA's main competitors. Speaking of Intel, a long-standing fortress with NVIDIA knocking down the No. 1 semiconductor company in 2020. NVIDIA also boasts  AI accelerators for all workloads. The competition between NVIDIA and AMD is even more exciting. Unlike NVIDIA, AMD announced they had data center chip customers shortly after GTC 2021.

As a result, AMD shares rose 11%. AMD is often seen as NVIDIA's second fiddle, but experts believe that things may change in the former's favor in the near future. So while it appears to be nesting with ambitions far beyond the current semiconductor industry, the company must  keep an eye on its competitors as well. what do you think?