For starters, I have good news, you don’t (yet) need an augmented reality headset to read this article. Fortunately, it does not appear that it will be for tomorrow the day before. With Omniverse, Nvidia has created a platform for gamers, designers and engineers to collaboratively create virtual worlds. The company believes it is ready for anyone to create digital worlds with an unprecedented level of realism, collaboration and simulation.
To put it simply, it is a platform for connecting different 3D worlds in a shared virtual universe. The content can be created from many tools and in various formats, which implies that the more the actors participate, the more the additional connectors will pile up and multiply with the ultimate objective of giving creators the possibility of using n ‘ any tool to create environments on the Omniverse platform. To do this, Nvidia can count on developers whose quality of their services is well established:
Omniverse Ecosystem Developer
Source: Nvidia
As an example, the Pixar Universal Scene Description (USD) format which is now open source (that is, free software that users can use and modify) is a fundamental part of the Omniverse. This mechanism makes it possible in particular to create, merge and manipulate data easily and in complete safety. USD is the result of decades of development and experimentation at Pixar. IT developers and engineers are unanimous: the solution provided is historic. This is to allow creators around the world to collaborate on 3D scenes in a similar way to working on a shared document in the Cloud (a kind of Google Doc but version creation of 3D universes).
Community creation
Source: Nvidia
Rather than detailing the endless list of technologies that are, as you can imagine, very cutting-edge, let’s discover two concrete cases of use of the solution provided by Omniverse. A solution called “digital twin”, in other words, the replication of a place, a geographical area or an infrastructure is now being tested.
Ericsson: create virtual versions of cities
The increasing density of the urban network for 5G constructions is an urgent problem for telecom operators around the world. The solution provided by Nvidia has won over the Swedish company. Omniverse has the ability to replicate a city virtually and therefore helps determine the ideal placement of 5G antennas for Ericsson. To put it simply, the platform makes it possible to have precise representations of the quality of the 5G signal at each point in the city in real time. It is then possible to experience telecommunications products interactively and virtually instantly.
Cellular flow modeling
Source: Nvidia
Ericsson builds city-scale digital twins to help accurately simulate the interaction between 5G cells and the environment to display maximum performance and network coverage. The deployment of 5G networks creates new challenges. The millions of microcells and towers to be deployed worldwide by network operators over the next five years will not be easy. Nvidia’s Omniverse could potentially be a solution.
BMW: The simulation of manufacturing operations
The Regensburg plant in Germany now has a fully functional digital twin capable of simulating large-scale production.
Improving product quality, reducing manufacturing costs and unplanned downtime while increasing production and ensuring worker safety are goals for BMW through this digital twin. This allows greater adaptability to quickly reconfigure factories and establish different scenarios virtually. On the occasion of Nvidia’s GTC conference in November 2021, the German company explained that it had simulated ordering instructions for workers in more than 30 factories in its production network. The result is a 30% reduction in production planning time.
“In BMW’s vision of the factory of the future, humans and robots work together, engineers involved in all stages of the design of the factory collaborate in a shared virtual space” Jensen Huang, CEO of Nvidia.
The great advantage of Nvidia’s metaverse is the ability to generate and collaborate in a virtual world with many inputs and visualization systems (including VR and AR). The manufacturing, gaming, cinematic workflows that we see are likely to be invaluable, and dare we say it, mundane in the future, at least in the industrial and commercial realm. With the widespread shift to solid-state storage systems coupled with increasingly powerful networking, moving data around an infrastructure is no longer the limiting factor.
Nvidia: explosive growth
Investors have tended to shy away from high growth tech companies in recent days against the backdrop of fears of rising interest rates. In general, high growth companies tend to be vulnerable to rising rates because their value depends mainly on future profits. Regarding the Californian company, the average growth of almost 60% of its revenues over the last eight quarters allows it to be one of the stocks most cherished by investors. The activity carried out by the company is particularly profitable, which allows it to generate high margins and consequently an excellent financial situation. The consensus of analysts is also mostly on the rise concerning the evolution of turnover and net earnings per share.
In contrast, the group’s valuation in terms of earnings multiples appears very high. In fact, the company is currently paying 76.83 times its anticipated net earnings per share for the current year and the company’s “enterprise value to sales” ratio places it among the most expensive companies in the world. global scale.
Source: Zonebourse
Nvidia is a supplier of key components for all technologies related directly or indirectly to artificial intelligence, 3D modeling, robotics, the Internet of Things and even for cryptocurrency mining. The Omniverse platform is completely in line with the technological concerns of the moment. A slew of tech majors seem to be jumping billions of dollars into the metaverse universe, and it’s a safe bet that, if the cream rises, Nvidia will be a leading player in the industry.
A little earlier, I told you about a “digital twin”. If we confined ourselves to the scale of a geographical area for Ericsson, and an infrastructure for BMW, the Californian company has all the same created a twin of our beautiful planet. I offer you a digital escape as a conclusion:
To discover other players, sometimes less valued, find our two thematic lists:
Thematic list: Semiconductors
Thematic list: Metaverse