Part 5/10:
NVIDIA’s revenue is currently concentrated among a few key clients, which has been viewed skeptically by some investors concerned about over-reliance on limited sources of income. Expanding their customer base and deepening their involvement in autonomous vehicle software and hardware could diversify revenue streams and bolster growth prospects.
If NVIDIA’s involvement is limited to platforms and hardware sales:
The impact might be incremental, and some might dismiss it as a “nothing burger”—a move to catch up or sell more GPUs without fundamentally altering their position.
If NVIDIA becomes integral to the autonomous driving software and revenue sharing: