Motley Fool Money
The Future According to Jensen Huang
Jan 8, 2025
David Meier, a Fool analyst known for his insights on tech stocks, discusses Jensen Huang's keynote at CES, highlighting Nvidia's ambitious plans for personal supercomputers and autonomous tech, including self-driving trucks. He explores the potential of AI to create a digital workforce and why Wall Street is underwhelmed by Nvidia's announcements. Jason Moser then joins the conversation, shedding light on PayPal's recent struggles and the company's strategic pivot under new CEO Alex Chriss to regain focus on its core strengths.
30:45
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Quick takeaways
- NVIDIA's commitment to its gaming segment, despite higher revenues from data centers, underscores its dedication to maintaining brand identity and innovation within the gaming community.
- The introduction of NVIDIA's AI supercomputer Digits and the concept of 'agentic AI' signifies the company's pivotal role in advancing AI technology and reshaping future industries.
Deep dives
NVIDIA's Focus on Gaming Despite Data Center Dominance
NVIDIA continues to prioritize its gaming segment despite the data center business generating significantly higher revenues. With gaming revenue nearing $3 billion compared to the data center's $18.5 billion, this legacy business is still vital to the company's identity. NVIDIA aims to push the boundaries of video quality and maintain its brand reputation within the gaming community, reflecting a commitment to its roots. This approach ensures that NVIDIA remains a leading force in gaming technology while also catering to advancements in AI and other sectors.
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