Nvidia (NVDA) CEO Interview Notes
CHW has interviewed the CEO interview.
-Nvidia is a software company
-will exit the chipset market over 1.5 to 2 years as Intel using disruptive tactics with DMI for next-generation CPUs
-2/3rd of revenue comes from games, but 2/3rds of profits come from Quadro work-stations
-many Tegra smartphones will come out in Q1, Q2, Q3 2010
-big players out-side of Apple iPhone will use Tegra for smart-phones
Net-net: He is very bullish on Tegra in 2010 (no mention of the rumored design win for the next generation Nintendo DS).