It just struck me. Is nvidia taking the first step towards consoles ?
I don't think so. In order to get back into console business they need a low-cost solution with a good CPU counterpart. NVidia has neither.
Xavier might make it into the next iteration of Switch, but with very competitive Ryzen V-series on the market I doubt that's gonna happen.
To make it even more dramatic and maybe start a flame war as a bonus I can say this: I can bet my ass, Nintendo is going with Ryzen V2xxx or 3xxx on the next Switch.
Unless nvidia releases their own gaming console, I can't see any other company wanting to do business with them.
It's true for now, but you never know. I was totally surprised to see "kinda-custom" Tegra X2 in Switch, and regardless of my opinion on this garbage piece of hardware it still did well.
Maybe in the near future their plans on cloud-based gaming will take roots and start growing, maybe they'll license some better alternative to their homebrew Carmel which will get some traction with MS and Sony.
Tesla announced they are getting rid of nvidia for their new generation navigation hardware.
Tesla cancelled their partnership with NVidia because Elon Musk wants an application-specific hardware. I can even predict what's gonna happen there: they'll design their own semi-custom solution which after a few years of wasted time and R&D money will not work, and ultimately Tesla will buy some premade future generation of AI/NN FPGAs from Intel or Xilinx. BTW, Tesla was one of the smaller buyers for Drive CX and Drive PX systems. The biggest one (at least for their 1st gen), was Mercedes and AFAIK they are still on board. And given that now NV started their partnership with Bosch (in this context - the biggest maker of automotive ECUs worldwide), they probably don't give two shits about Musk being Musk.