Ben Gilbert: prediction

Transcript context

…Yeah. Okay, last segment thing I want to talk about is how we opened the show talking about the NVIDIA Omniverse. This is not an Omniverse like Metaverse. It is similar in that it's kind of a 3D simulation type thing, but it's not an open world that you wander around in the same way that Meta is talking about or that you think about in fortnight or something like that. What they mean by Omniverse is pretty interesting. A good example of it is this Earth 2, this digital twin of earth that they're creating that has these really sophisticated climate models that they're running, that basically is a proof of concept to show enterprises who want to license this platform, we can do super realistic simulations of anything that's important to you. What their pitches to the enterprise is, hey, you've got something. Let's say it is a bunch of robots that need to wander around your warehouse to pick and pack if it's Amazon, who actually is the customer. They showcase Amazon in all their fancy videos. They say, you're going to be using our hardware and software to train models, to figure out the routes for these things that are driving around your data centers. You're going to be licensing certainly some of our hardware to actually do the inference to put on the robots that are driving around. When you want to make a tweak to a model, you're not just going to deploy those to all the robots. You kind of want to run that in the Omniverse first. Then when it's working, then you want to deploy it in the real world. Their Omniverse pitch is basically an enterprise solution that you can license from us where anytime you're going to change anything in any of your real world assets, first, model it in the Omniverse. I think that's really powerful. I believe in the future of that in a big way because I think, now that we have the compute, the ability to gather the data, and the ability to actually run these simulations in a way that has an efficient way of running it and a good user interface to understand the data, people are going to stop testing in production with real world assets. Everything is going to be modeled in the Omniverse first before rolling out. This is what an enterprise Metaverse is going to be. This is not designed for humans. Humans may interact with this. There will be UI. You will be able to be part of it. The purpose of this is for simulating applications. Most of it I think is going to run with no humans there.…

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