On Monday, Nvidia CEO Jensen Huang presented its annual developer conference.
In all aspects, it seems like an extract from a science-fiction movie. With 11,000 people attending (not a typo!), the conference was held in San Jose SAP Hockey stadiumβthe irony of being in a SAP-branded venue shouldn't be lost on anyone as well.
Beyond presenting new microchips with truly impressive capabilities, the first core message was crystal clear: they now position themselves as an IA foundry which does for industrials what TSMC does for chip manufacturers.
![](https://www.icopilots.com/content/images/2024/03/1---we-are-a-IA-foundry-we-do-for-you-what-TSMC-does-for-us-building-chips---.png)
The second step in their strategy looking forward is sustaining their advance in virtualizing reality, not for entertainment but for any industries in need of designing factories, processes, and automation. I touched that in 2022 when Siemens, in the middle of Metaverse hype, was calmly announcing that virtual reality was already delivering solid value, but not as hyped by Meta.