NVDA earnings with some commentary on automotive. They have an investor day tomorrow where I expect that they will comment further on the automotive market.
seekingalpha.com
Finally, automotive, revenue grew to a record $140 million, up 24% year over year and 9% sequentially, primarily from infotainment modules. We are continuing to expand our partnerships with companies using AI to address the complex problems of autonomous driving. Since our DRIVE PX 2 AI car platform began shipping just one year ago, more than 225 car and truck makers, suppliers, research organizations, and startups have begun developing with it. That number has grown by more than 50% in the past quarter alone, the result of the platform's enhanced processing power and the introduction of Tensor RT for its in-vehicle AI inferencing.
This quarter, we announced two important partnerships. Bosch, the world's largest auto supplier, which does business all over the world's carmakers, is working to create a new AI self-driving car computer based on our Xavier platform. And PACCAR, one of the largest truck makers, is developing self-driving solutions for Peterbilt, Kenworth, and DAF.
We continue to view AI as the only solution for autonomous driving. The nearly infinite range of road conditions, traffic patterns, and unexpected events are impossible to anticipate with hand-coded software or computer vision alone. We expect our DRIVE PX 2 AI platform to be capable of delivering Level 3 autonomy for cars, trucks, and shuttles by the end of the year, with Level 4 autonomy moving into production by the end of 2018. |
