Nvidia, page-43

I think this paragraph from the EEtimes article says it all. Nvidia are targeting datacenters and cloud compute. The opposite market to BRN.

Nvidia said: ....Beyond that, in smartphones and IoT devices: “We will not participate in that market,” he said. “Our strategy is to play in autonomous machines, where there’s multiple sensors and sensor fusion, and that’s a strategic choice we made. The tens or hundreds of companies developing products from mobile to IoT, you could say they are competitors, but it’s overall speeding up the adoption of AI, which is good. .... “A rising tide lifts all boats,” he said. “There’s a gain for Nvidia because…IoT devices go will go into billions if not tens of billions of units annually. Jetson is not targeting that market. As AI adoption grows at the edge, we want to monetize it on the data center side. If somebody’s going to use our GPUs in the cloud to train their AI, we have monetized that.”