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NVIDIA Automotive design-win pipeline of $11 billion translating to volume production; NIO, Li Auto, JIDU, Human Horizons, Pony.ai all deploying NVIDIA DRIVE
Jensen Huang· NVIDIA· AI· 2022-08-25· about NVIDIA, NIO, Li Auto, JIDU, Human Horizons, Pony.ai (NVDA)
“We expect our $11 billion Automotive design win pipeline to translate to continued growth... During the quarter, we announced rollout plans of new vehicles from OEM partners, NIO, Li Auto, JIDU and Human Horizons, as well as Pony.ai's line of self-driving trucks and robotaxis, all built on NVIDIA DRIVE.”
Why it matters
NVIDIA's $11B automotive design-win pipeline is entering volume production phase, signaling sustained capex and component demand from Chinese EV makers (NIO, Li Auto) and autonomous vehicle startups. Automotive is emerging as a high-margin, high-volume revenue stream.
Investment implication
Suppliers of automotive-grade computing components, power delivery, thermal management, and sensor integration will see increased demand. Chinese EV makers' reliance on NVIDIA DRIVE creates dependency on NVIDIA's supply chain and continued R&D investment.