Can Supercars Power NVIDIA?

The following video is part of our "Motley Fool Conversations" series in which Chief Technology Officer Jeremy Phillips and senior technology analyst Eric Bleeker discuss topics across the investing world.

At this year's Consumer Electronics Show, NVIDIA wowed attendees with a bevy of cars using Tegra to power infotainment offerings. While the field of car entertainment is ripe for innovation and the use of more advanced mobile operating systems, Eric cautions investors to take note of the total market size. For example, NVIDIA touted a deal to supply its processors across Audi's car lineup, but the company shipped just over 100,000 cars to the United States last year.

If NVIDIA were to pull off a coup d'etat and win the processor contract across GM's entire product line, that'd be another 9 million annual processor shipments. That's nothing to sneeze at, but considering top-end smartphones ship in the millions on their own, it illustrates that while the car market makes for exciting presentations, it's probably not paving the way for investors to see outsized gains from the company, either.

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