"Our investment in mobile computing and parallel computing now drives our growth," says CEO Jen-Hsung Huang. The Tegra family of mobile processors, based on technology from ARM Holdings
Huang hedged that transformative statement by noting his company's "leadership in visual computing," though Advanced Micro Devices
The fourth quarter's $0.23 of non-GAAP earnings per share easily crushed the $0.16 analyst target, though Tegra 2 has only recently begun shipping in volume to tablet and smartphone makers including Motorola Mobility
If that weren't enough to give Texas Instruments
There's no doubt in my mind that NVIDIA will soon embrace the mobile market wholeheartedly, making graphics chips into a complementary hobby, rather than the core competency it's supposed to be today. Given where the growth is (and isn't) in the tech sector today, that's not a bad thing at all.
Interested in more info on NVIDIA? Add the stock to your Foolish watchlist.
Fool contributor Anders Bylund owns shares of AMD but holds no other position in any of the companies discussed here. NVIDIA is a Motley Fool Stock Advisor choice. The Fool owns shares of Marvell Technology Group and Texas Instruments. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.