Jensen Huang interview: Nvidia’s post-Arm strategy, Omniverse, and self-driving cars

venturebeat.com:

GamesBeat Summit 2022 returns with its largest event for leaders in gaming on April 26-28th. Reserve your spot here!

Nvidia CEO Jensen Huang didn’t get to fulfill his dream of acquiring Arm for $80 billion. Regulators held the deal up and Huang called off the deal after “giving it our best shot.”

But his company is still going strong. Nvidia reported revenues of $7.64 billion for its fourth fiscal quarter ended January 30, up 53% from a year earlier. Gaming, datacenter, and professional visualization market platforms each achieved record revenue for the quarter and year.

That shows the company has a lot of breadth as it figures out what it will do in the wake of the Arm deals collapse. And Huang said he has high hopes for his three-chip strategy, the Omniverse, the metaverse, and self-driving cars. I had a short time to interview Huang after the company reporting earnings this week.

Here’s an edited transcript of our interview.

GamesBeat Summit 2022

VentureBeat: What is your post-Arm strategy? Do you have to communicate your strategic direction in light of [the Arm deal being called off]?

Jensen Huang: Not really anything. Because we never finished combining with Arm. So any strategies that would have come from the combination were never talked about. And so our strategy is exactly the same. We do accelerated computing for wherever there are (central processing units) CPUs. And so we’ll do that for x86. And we’ll do we do that for Arm. We have a whole bunch of ARM CPUs, and system-on-chips (SoCs) in development. And we’re enthusiasts. We do all that. We have a 20-year license to Arm’s intellectual property. And we’ll continue to take advantage of all that and all the markets. And that’s about it. Keep building CPUs, (graphics