You're absolutely right about mobile devices (Apple, Google, etc.). However, most companies, with the exception of Tesla, do use Nvidia for edge computing capabilities. We know for a fact that most of the automotive industry uses automotive rated Orins (the 32GB unified RAM SKU) [1] and Anduril also use Orins. Our primary GTM is with robotics companies, and we have not met a single robotics company not using Jetson, I'm not exaggerating.
[1] Particularly vehicles with advanced self driving capabilities. Qualcomm is another large vendor of hardware for vehicles (though they have even worse support)
[1] Particularly vehicles with advanced self driving capabilities. Qualcomm is another large vendor of hardware for vehicles (though they have even worse support)