In Good Company with Nicolai Tangen · Sep 30, 03:00 AM UTC
Horizon Robotics CEO: China automotive computing consolidated to Nvidia, Huawei, Horizon
Historical operation · Retained
“luckily if you look at our business I mean fundamentally compared to like those car makers we are not so crowded right and if you look at China I think pretty much the three top players for the automotive computing I think namely nowadays um I think really consolidated to uh Nvidia, Huawei and Horizon Robotics not very crowded.”
Quoted source · 11:53–12:23 · 9 source segments
- [1] 11:53–11:57
- [2] 11:56–12:01
- [3] 11:57–12:03
- [4] 12:01–12:07
- [5] 12:03–12:11
- [6] 12:07–12:15
- [7] 12:11–12:18
- [8] 12:15–12:20
- [9] 12:18–12:23
Model assessment
The guest, identified as the Horizon Robotics CEO, describes China's automotive computing market as consolidated among Nvidia, Huawei and Horizon Robotics, with high entry barriers. This is a qualitative competitive-landscape observation about Nvidia's position, not a new company-specific catalyst or change in expected fundamentals, so no directional operation is warranted.
9 exact transcript citations