After a much-needed two-week vacation (omg I was SO burnt out last month!!) I am recharged and ready to keep reporting on the never-ending, fast-moving AI news.
The development tooling, as you emphasize, is crucial to Nvidia's ascent, as it was for MS. And the company profits from its efforts in that. Nvidia rides a tiger, but has been masterful as well as lucky. Looking at their "channels" and "alliances" as they unfold in 2025 should prove illuminating as the company looks to continue ascent. Happy New Year, Sharon!
NVIDIA's CUDA-for-physical-AI playbook is smart, but the ecosystem seeding strategy has a gap: connectivity. Cosmos and Omniverse handle training and simulation brilliantly, but when developers move from simulation to real-world deployment, they hit the connectivity wall -- unreliable WiFi on factory floors, cellular dead zones in warehouses, and no standardized OTA pipeline for pushing model updates to deployed robots. The next CUDA-level platform play for physical AI will be the connectivity and fleet orchestration layer that makes edge deployment as seamless as cloud deployment.
The development tooling, as you emphasize, is crucial to Nvidia's ascent, as it was for MS. And the company profits from its efforts in that. Nvidia rides a tiger, but has been masterful as well as lucky. Looking at their "channels" and "alliances" as they unfold in 2025 should prove illuminating as the company looks to continue ascent. Happy New Year, Sharon!
Thanks, Jack, you too!
NVIDIA's CUDA-for-physical-AI playbook is smart, but the ecosystem seeding strategy has a gap: connectivity. Cosmos and Omniverse handle training and simulation brilliantly, but when developers move from simulation to real-world deployment, they hit the connectivity wall -- unreliable WiFi on factory floors, cellular dead zones in warehouses, and no standardized OTA pipeline for pushing model updates to deployed robots. The next CUDA-level platform play for physical AI will be the connectivity and fleet orchestration layer that makes edge deployment as seamless as cloud deployment.