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Cramer drops another recommendation for NVIDIA and the Omniverse again in his spiel before the market opened. He mentioned in particular the video on BMW’s digital twin factory, which he said he was watching. For those of you not familiar with this, here it is Well worth watching to get an idea of how NVIDIA is going to monetize the Metaverse via Omniverse digital twins and Avatars. For Jensen Huang’s discussion of how NVIDIA will monetize digital Avatars, see discussion below. FWIW, NVIDIA is currently up another 3.6%.
Re: NVIDIA’s Omniverse Avatar
Jensen Huang explained in the NVIDIA earnings CC last night that the Omniverse Avatar is going to be used in retail stores, restaurants, offices, and self-driving cars and has huge revenue potential.
<<< We built Omniverse Avatar to make it easy for people to integrate some amazing technology. We'll consider vision with speed recognition, natural language understanding, gesture recognition, facial animation, speech synthesis, recommender systems. All of that integrated into 1 system and money in real, time that avatar's system is essentially a robotic system. And the way that you would use that is for example, the $25 million or so retail stores, restaurant, places like airports, train stations and office buildings and such where you can have intelligent avatars doing a lot of assistance. They might be doing checkout, they might be doing check in, they might be doing at customer support. And all of that can be done with avatars, as I've demonstrated. So the virtual, the virtual robotics application, digital vibes or avatars, it is going to be likely the largest robotics opportunity. So if you look at our licensing model, the way it basically works is that inside Omniverse, each 1 of the main users, and the main users could be one of the 20 million creators, or 20 million designers the 40 million creators and designers around the world when they share Omniverse, each one of the main users would be $1,000 per user per year.
Don't forget that intelligent livings or intelligent users that are going to be connected to Omniverse, will likely be much larger as digital bots than human. So I'd mentioned 40 million, but there are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year. And in the case of 25 million or so places where you would have a digital Avatar as customers support or check out smart retail or smart warehouse or wherever it is, those Avatars are also -- would each individually be a new account, and so they would be $1000 per Avatar per year. And so, it's like -- those are the immediate tangible opportunities for us and I demonstrated the application during the keynote. And then of course, behind all of that, call it a couple of 100 million on a digital agents, intelligent agent, some of the interim for low by some of them avatars at $1,000 per agent, per year. Behind it, our immediate nvidiaGPUs, DTC, and via GTS in the cloud, NVIDIAGPS servers. >>>
