Post #1552 by sykesix on the Macroeconomic Trends and Risks board

Personal Finance Topics / Macroeconomic Trends and Risks

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While Nvidia's (NVDA) blockbuster data center business gets all the headlines, its growing auto business keeps chugging along — and is poised for a big year. Nvidia's automotive segment hit $586 million in its fiscal 2026 second quarter, a 69% jump year over year. Nvidia said the gain was primarily driven by its self-driving solutions...

...Essentially, Nvidia's "full-stack" solutions are platforms where Nvidia combines hardware like its new DRIVE AGX Thor chips with its DriveOS software to power advanced driver-assistance features in next-generation vehicles.

It appears most or all of the big manufacturers are buying these chips. There is a clear trend here. Self driving hasn't arrived yet, but it is approaching from a number of directions.

https://sg.finance.yahoo.com/news/nvidias-auto-bus...

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