黄仁勋最想赢的一仗， 四年仍在原地踏步

Core Insights - Nvidia has experienced remarkable growth in its AI chip business, with revenue soaring from $27.5 billion in the first nine months of 2023 to nearly $148 billion in the same period of 2024, a growth rate that is rare in the tech industry history [1] - CEO Jensen Huang is not satisfied with this growth and is betting on the next phase of Nvidia's development in robotics and manufacturing through the Omniverse platform [2][4] - However, the Omniverse initiative has not met expectations, leading to frustration from Huang [3][9] Group 1: Omniverse Overview - Omniverse was initially launched with high ambitions, with Huang emphasizing its strategic importance and potential to capture a share of the $50 trillion manufacturing and logistics market [4][6] - Despite the high-profile endorsements and partnerships, insiders reveal that Omniverse has made little substantial progress over four years, with very few companies actually utilizing its cloud services for large-scale simulations [7][10] - Developers have criticized the Omniverse tools for being difficult to use and prone to crashes, with one developer noting that the platform fails when attempting complex simulations [8][12] Group 2: Challenges and Limitations - The complexity of simulating physical behaviors in robotics and manufacturing is far greater than anticipated, particularly when dealing with flexible materials and fluid dynamics [11][12] - Omniverse's initial vision of a universal simulation platform has proven inefficient, as specific simulations for particular scenarios are more effective [13][14] - Many companies prefer to develop their own simulation software, as seen with Tesla, which indicates a reluctance to adopt Nvidia's offerings [15][19] Group 3: Strategic Implications - The setbacks with Omniverse could have broader implications for Nvidia's strategic positioning within the tech industry, as it seeks to transition from a hardware manufacturer to a provider of comprehensive ecosystems [20][21] - If Omniverse fails, Nvidia risks losing its opportunity to define the next generation of standards in the manufacturing and robotics sectors, potentially relegating it to a mere hardware supplier [22][23] - Competitors are already encroaching on the market, with companies like Unity Technologies and Gazebo gaining traction, which could threaten Nvidia's market share [18][22] Group 4: Future Outlook - Huang's concerns about the slow adoption of Omniverse by large companies reflect a broader anxiety about establishing a unified standard in a fragmented market [27][28] - The rapid development of the robotics industry presents a critical window for Nvidia to establish its standards; failure to do so may hinder its influence in future technological landscapes [30][31] - While the market demand for simulation technology exists, the timing for its explosion remains uncertain, and Nvidia's ability to define the ecosystem will be crucial for its long-term success [31][33]