53 annotations
we expect modest sequential growth driven by automotive, gaming and data center
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2023 Q3
22 Feb 23
We expect our data center revenue to reflect early production shipments of the H100, offset by continued softness in China
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2023 Q3
22 Feb 23
the first H100 based cloud instances will be available on Amazon Web Services, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure.
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2023 Q3
20 Feb 23
H100-based systems are available starting this month from leading server makers including Dell, Hewlett Packard Enterprise, Lenovo and Supermicro.
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2023 Q3
20 Feb 23
macroeconomic challenges new export controls and lingering supply chain disruptions.
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2023 Q3
20 Feb 23
Q3 revenue was $5.93 billion, down 12% sequentially and down 17% year-on-year.
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2023 Q3
20 Feb 23
we expect it to be our next $1 billion business
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2023 Q2
25 Aug 22
your mix is probably a tailwind to gross margins given that gaming is down significantly and data center is up a little bit. And I’m just wondering, are there any other offsets?
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2023 Q2
25 Aug 22
We also experienced supply disruptions internally with our logistics and our component availability.
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2023 Q2
25 Aug 22
We expect these trends to persist in Q3.
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2023 Q2
25 Aug 22
The decline in Gaming GPU revenue was sharper than anticipated, driven by both lower units and lower ASPs
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2023 Q2
25 Aug 22
Macroeconomic headwinds across the world drove a sudden slowdown in consumer demand.
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2023 Q2
25 Aug 22
Even with the current macroeconomic headwinds, demand for our data center products have never been stronger.
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2023 Q2
25 Aug 22
if they were to tighten up ProViz for whatever reason, the people could continue to use what they have. In the case of our AI business, there’s no real installed base.
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2023 Q2
25 Aug 22
whether October gross margins are benefiting at all from the sale of previously written down inventory.
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2023 Q2
25 Aug 22
there is nothing in our Q3 regarding those inventory provisions that we took in terms of earning that back, in terms of our Q3.
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2023 Q2
25 Aug 22
We do expect that data center will assist in our gross margins but we also have growth plans in auto. Auto is below our company average, and so that will tend to offset some of those upper bound things that we will see in terms of data center.
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2023 Q2
25 Aug 22
to have AI that was never trained on a particular skill and yet within 1 shot or 1 shot of trying or even no shots, are able to perform that skill
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2023 Q2
25 Aug 22
So our supply arrived a little bit late in the quarter for some of our key products that we needed to get out. And putting that together caused some disruption in our logistics and distribution
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2023 Q2
25 Aug 22
This is the impact of this model across robotics, computer vision, languages, biology, chemistry, drug design is just really quite spectacular.
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2023 Q2
25 Aug 22