NVIDIA stock has been rallying on data center demand, but what's next? Can NVIDIA DRIVE become the recurring revenue source that NVIDIA so desperately needs? We think it's possible.

The autonomy thesis is easy to understand. Most of the time, your car sits there doing nothing. What if it could go run errands for you, or work part-time for Uber? There is plenty of economic potential to be unlocked via autonomous vehicles, and NVIDIA hopes to capitalize on this with their new Thor superchip.



Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/dDe4-EAViZY.

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