Part 9/11:
- Their late move into the AI arms race may threaten their established dominance if not executed well.
The Underlying Technical and Strategic Trends
A crucial insight is the centrality of neural radiance fields (NeRF), which are revolutionizing 3D rendering and immersive experiences. Nvidia's Omniverse platform and Avatar Cloud Engine exemplify this trend, promising highly interactive, AI-driven digital avatars capable of transforming gaming, education, and social interaction.