Member Info for Whatif18

What do we know about Nvidia and SEE?

https://nvidianews.nvidia.com/news/nio-partners-with-nvidia-to-develop-a-new-generation-of-automated-driving-electric-vehicles

Lucid is the latest car company to strike a deal with Nvidia. The San Jose-based chipmaker has made serious in-roads in the auto industry in recent years, including partnerships with Jaguar-Land Rover, Volvo, Mercedes-Benz, Hyundai, TuSimple, Cruise, Zoox, and a host of Chinese EV startups.

https://www.theverge.com/2022/3/22/22991065/lucid-nvidia-drive-hyperion-chip-ev

Any thoughts on this ?

https://nvidianews.nvidia.com/news/nvidia-enters-production-with-drive-orin-announces-byd-and-lucid-group-as-new-ev-customers-unveils-next-gen-drive-hyperion-av-platform

DR777 - You may be correct. I still think the latest results are reflecting on what they no longer have to do in 2022 as three models are about to launch with Magna involved in the ADAS.

These were partially offset by a decrease in net warranty costs and lower net application engineering costs related to three upcoming ADAS program launches.

Do we know about three upcoming ADAS program launches ?
Fisker no1 ?

https://www.magna.com/company/newsroom/releases/release/2022/02/11/press-release---magna-announces-fourth-quarter-2021-results-and-outlook

On the same day
Qualcomm’s MWC Barcelona 2022 Press Conference where Qualcomm President & CEO Cristiano Amon will share details on an exciting array of new technologies and new partner agreements designed to power next-generation experiences and accelerate innovation and digital transformation in key segments, including mobile computing, XR, automotive, wireless fiber, the modern network and more. You will also hear from some of the industry partners we are collaborating with to enable the intelligently connected future.

https://assets.qualcomm.com/index.php/email/emailWebview?md_id=15788

Also on the same day Fisker Launch in Europe with Magna

“With the help of one of the world’s biggest connected vehicle fleets, we will gain access to a huge database. This will allow us to take automated driving systems to a new level,” said Mathias Pillin, president of Bosch Cross-Domain Computing Solutions.

https://www.digitaljournal.com/business/vw-and-bosch-join-forces-to-rev-up-automated-driving/article

Esc -You may be correct but have they chosen the words with care. I am thinking the OEM is VW and the program is Audi.
The RNS - This contract win is with a leading German Automaker and brings the total OEMs with which Seeing Machines has won business to eight. - (VW)

This program (Audi ) covers an expansive number of vehicle models ( more than 1 audi) with mass production scheduled from early 2024 and an initial lifetime value of A$125 million. ( Audi)

While representing the largest awarded DMS program to date, there also remains significant upside potential based on OEM expansion plans. ( VW)

Could the facts fit with Audi ?

https://carbuzz.com/news/audi-has-a-secret-new-model-planned-for-2024

Should Qualcomm not get a mention ? It was worth an RNS 27th Jan. Collins get a mention.

https://www.eenewsautomotive.com/news/mercdes-benz-gets-green-light-commercial-l3-automated-driving-0

Another BMW on the road next week. Must be waiting for a double RNS. if only.

The first delivery of a BMW i4 today, and the first BMW iX in about a week, are further milestones for the BMW Group on the road to electromobility."
https://www.autoweek.com/news/green-cars/a38378130/2022-bmw-i4-electric-gran-coupe-versus-tesla/

The number of km dropped by about 24% a month ago. We dropped 16m km over a week and its stayed down at that level. I do not track interventions.

https://electrek.co/2021/11/29/bmw-starts-i4-electric-car-deliveries-customers/

BMW iX3 being rated highest among the vehicles tested

https://www.bmwblog.com/2021/11/25/bmw-ix3-driving-assistant/

Regards trucks - was Paul talking about Guardian in trucks or DMS in trucks. We should have a date for the DMS going into new models in Europe with many new electric models coming soon.

My question is why would you risk $8B with technology from another company. If the other company was owned by another chip company that would be a significant business risk, imo.

Nvidia must be developing a plan. Qualcomm are objecting about the purchase of ARM and at the same time they are taking the BMW business from Nvidia. I doubt they will sit back and watch.

Nor did SM explain why the Fleet numbers are down 23- 24% per week and looking weak on a daily basis.

I assume the Site Managers move on after 3-4 years , like most big companies and their next placement, will in part be influenced by Safety & Environmental performance, in their current job. A tanker crash would get focus at all levels and questions would be asked. Why would the site manager risk his future not applying Global guidance ?