🟢 Nvidia and the third industrial revolution

On Monday, Nvidia CEO Jensen Huang presented its annual developer conference.

In all aspects, it seems like an extract from a science-fiction movie. With 11,000 people attending (not a typo!), the conference was held in San Jose SAP Hockey stadium–the irony of being in a SAP-branded venue shouldn't be lost on anyone as well.

Beyond presenting new microchips with truly impressive capabilities, the first core message was crystal clear: they now position themselves as an IA foundry which does for industrials what TSMC does for chip manufacturers.

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Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest dedicated independent semiconductor foundry. They specialize in manufacturing integrated circuits for semiconductor companies, which design and market chips without owning their own fabrication facilities. Their clients span various industries, including consumer electronics, automotive, telecommunications, and more. It's the key bottleneck.

Beyond the technology prowesses of Nvidia, their strategic role is now clear: becoming the key bottleneck for anything AI with a 360° offer from hardware design and manufacturing to cloud and software solutions.

The second step in their strategy looking forward is sustaining their advance in virtualizing reality, not for entertainment but for any industries in need of designing factories, processes, and automation. I touched that in 2022 when Siemens, in the middle of Metaverse hype, was calmly announcing that virtual reality was already delivering solid value, but not as hyped by Meta.