[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  jan dekkers [@jan_dekkers](/creator/twitter/jan_dekkers) on x 1187 followers Created: 2025-06-20 15:40:28 UTC What $NVIDIA ’s Valuation Tells $Nio: NVIDIA is valued around $XXX trillion because it owns both hardware (GPUs) and software (the CUDA ecosystem), which together create a deep competitive moat. Investors pay a premium multiple, roughly 30× earnings , because they see long-term growth from this tech platform, not just near-term sales. Applying the Model to $NIO NIO’s Shenji chip and SkyOS aim to do something similar: Develop custom silicon tightly integrated with its cars. Build proprietary software that enhances the driving experience and could be licensed to other companies. If NIO can open up SkyOS or license its tech like NVIDIA did with CUDA, it will add value beyond just selling cars. Impact on NIO’s Valuation If NIO successfully positions Shenji + SkyOS as a platform: Investors could justify a higher multiple, looking at NIO as a tech platform company rather than a traditional automaker. New revenue streams, like licensing SkyOS to other EV makers or monetizing over-the-air updates, could increase margins and support a higher valuation. That would put NIO in a very different league of valuation, one driven by its tech, not just its deliveries. NVIDIA proves that owning both the chip and the operating system can unlock huge value. NIO’s Shenji + SkyOS could do the same, but they’ll need to scale, show adoption, and make licensing real to achieve that kind of premium. If they do, investors will start to value NIO more like a tech company than a car company. XXXXX engagements  **Related Topics** [nio](/topic/nio) [longterm](/topic/longterm) [$nio](/topic/$nio) [$nvidia](/topic/$nvidia) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/jan_dekkers/status/1936086756304290117)
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jan dekkers @jan_dekkers on x 1187 followers
Created: 2025-06-20 15:40:28 UTC
What $NVIDIA ’s Valuation Tells $Nio:
NVIDIA is valued around $XXX trillion because it owns both hardware (GPUs) and software (the CUDA ecosystem), which together create a deep competitive moat. Investors pay a premium multiple, roughly 30× earnings , because they see long-term growth from this tech platform, not just near-term sales.
Applying the Model to $NIO
NIO’s Shenji chip and SkyOS aim to do something similar:
Develop custom silicon tightly integrated with its cars. Build proprietary software that enhances the driving experience and could be licensed to other companies.
If NIO can open up SkyOS or license its tech like NVIDIA did with CUDA, it will add value beyond just selling cars.
Impact on NIO’s Valuation
If NIO successfully positions Shenji + SkyOS as a platform:
Investors could justify a higher multiple, looking at NIO as a tech platform company rather than a traditional automaker.
New revenue streams, like licensing SkyOS to other EV makers or monetizing over-the-air updates, could increase margins and support a higher valuation.
That would put NIO in a very different league of valuation, one driven by its tech, not just its deliveries.
NVIDIA proves that owning both the chip and the operating system can unlock huge value. NIO’s Shenji + SkyOS could do the same, but they’ll need to scale, show adoption, and make licensing real to achieve that kind of premium. If they do, investors will start to value NIO more like a tech company than a car company.
XXXXX engagements
Related Topics nio longterm $nio $nvidia $nvda stocks technology