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Technology Stocks : NVIDIA Corporation (NVDA)

NVDA 199.04

+5.7%

Nov 10 3:59 PM EST

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From: Frank Sully	12/11/2021 9:01:29 PM
	of 2646

Re: NVIDIA vs. Qualcomm and Autonomous Cars Comments from Jim Mullins on the Qualcomm moderated message board. Snip= + What defines NVIDIA is its soup-to-nuts approach to this opportunity. + Qualcomm’s approach is far less comprehensive The author is apparently focusing on the autonomous aspects of the automotive arena. However, QCOM appears to be involved in much more than just the autonomous space and appears to present more immediate revenue opportunities. As Jeffrey has pointed out- NVDA as one of the market darlings gets most of the attention, but QCOM’s automotive revenue far exceeds NVDA’s, and is growing much faster – .$M..........fy20.....fy21....fy22.......fy23.....fy24 QCOM....$644....$975..............................$1.4B - $13B in pipeline (’21 SD Summit) ..YoY%................51% NVDA.....$536....$576....$540.....$800 ..YoY....................7%......(6%)..... 48%. NVDA’s figures are from a recent Credit Suisse report. Hopefully Arun can also comment on Bradley’s analysis of the two companies within the automotive segment.

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