Analysis of Nvidia's First-Quarter Earnings

Nvidia wants to be seen as a one-stop-shop, particularly for companies developing robotaxis and humanoid robotics.
The pitch is that it has three offerings in parallel: chips that go in to actual robots/robotaxis (called deployment at-the-edge), chips that go in to data centers to train core algorithms and then what it calls Omniverse that allows for simulation and synthetic data.
This has started to resonate more with the investors I speak to on the show who see a broader set of end markets, beyond GenAI tools that are apps for consumers or enterprise applications.

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