Nvidia’s Q3 FY2022 10-Q, filed November 2021 and indexed by EdgarBeast, does something filings rarely do: it names customers. The report states DRIVE Orin "is being used by autonomous truck company Kodiak Robotics, automaker Lotus," and others. The text is at sec.gov.
Why put customer names in a federal filing? Because for an arms dealer, the roster is the product. Nvidia does not operate a robotaxi or sell a car; its automotive revenue is a function of how many programs design Orin in. Each named win is a multi-year pipeline disclosure dressed as a sentence.
The spread of the names is the substance. An autonomous-trucking startup and a performance automaker are very different buyers with very different timelines — trucking values highway-only autonomy and duty cycle; a carmaker values the in-cabin experience and brand. Orin showing up in both says the platform is general enough to span the market, which is the whole point of being horizontal.
The caution every reader should carry: a design win is not shipped revenue. Automotive programs run years from selection to volume production, and any of these could slip or switch suppliers. The filing discloses momentum, not bookings — the count of logos, not the count of cars on the road.
Still, the direction is unambiguous as of late 2021: Nvidia is accumulating the design-win base that, if it converts, becomes durable automotive revenue. Track the named roster filing to filing and you are tracking the real KPI. The sec.gov record is contemporaneous; surfaced via EdgarBeast.