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by cs702 645 days ago
My understanding is that, so far, most deployments of AI on edge devices are on mass-market mobile and entertainment devices relying on software and hardware tightly controlled by a handful of mega-corporations, such as Apple (iOS), Google (Android), Samsung (phones, TVs, etc.), and Tesla (proprietary in-car chips for FSD), and so on. Aren't those mega-corporations, not Nvidia, the ones who have the actual walled gardens on AI edge computing?

Do you think otherwise?
1 comments
areddyyt 645 days ago
You're absolutely right about mobile devices (Apple, Google, etc.). However, most companies, with the exception of Tesla, do use Nvidia for edge computing capabilities. We know for a fact that most of the automotive industry uses automotive rated Orins (the 32GB unified RAM SKU) [1] and Anduril also use Orins. Our primary GTM is with robotics companies, and we have not met a single robotics company not using Jetson, I'm not exaggerating.

[1] Particularly vehicles with advanced self driving capabilities. Qualcomm is another large vendor of hardware for vehicles (though they have even worse support)

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cs702 645 days ago
> Our primary GTM is with robotics companies, and we have not met a single robotics company not using Jetson, I'm not exaggerating.

Huh. That's a really good sign. I'm rooting for you!

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