Nvidia Accelerating In A $300B Opportunity


  • Nvidia’s growth is accelerating in a $300 billion opportunity as the automotive industry is witnessing a shift to software-defined vehicles.
  • Although Nvidia’s auto segment contributed just 3% of revenues YTD, the current growth trajectory and design win book set a path to 10% of revenues by FY28.
  • A multifaceted opportunity with tailwinds in ADAS, mapping, simulation, and AVs presents a pathway to generate $6B in revenues by FY28.
  • Nvidia faces competition from Qualcomm and Mobileye, among others and could be exposed to geopolitical risk in the auto segment.

Latest Consumer Technology Products On Display At CES 2016

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Chip and AI giant Nvidia (NASDAQ:NVDA) is at the helm of the software-defined shift from semi-autonomous to autonomous vehicles, with a range of products and an expanding list of customers and partners supporting long-term growth in

Nvidia quarterly automotive segment revenues


Nvidia automotive segment


Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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