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Page 13 of 20
Our delivery to operation is measured in weeks.
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Transcript
2024 Q1
25 May 23
From the moment of delivery of the product to do standing up in the deployment, the time to operations of the data center is measured not -- if you're not good at it and not – not proficient at it, it could take months.
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Transcript
2024 Q1
25 May 23
we're mindful of competition all the time, and we get competition all the time. But NVIDIA's value proposition at the core is, we are the lowest cost solution. We're the lowest TCO solution.
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2024 Q1
25 May 23
We believe that the supply that we will have for the second half of the year will be substantially larger than H1
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2024 Q1
25 May 23
we do plan a substantial increase in the second half compared to the first half
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2024 Q1
25 May 23
we are expecting not only the demand that we just saw in this last quarter, the demand that we have in Q2 for our forecast, but also planning on seeing something in the second half of the year
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Transcript
2024 Q1
25 May 23
we're seeing incredible orders to retool the world's data centers
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2024 Q1
25 May 23
the budget of the data center will shift very dramatically towards accelerated computing and you're seeing that now
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2024 Q1
25 May 23
The world's $1 trillion data center is nearly populated entirely by CPUs today
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2024 Q1
25 May 23
we also expect to see growth both in our computing as well as in our networking business
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2024 Q1
25 May 23
our generative AI large language models are driving the search and demand, and it's a broad-based across both our consumer Internet companies, our CSPs, our enterprises, and our AI start-ups
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2024 Q1
25 May 23
We expect this sequential growth to largely be driven by data center, reflecting a steep increase in demand related to generative AI and large language models.
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2024 Q1
25 May 23
We're working through the inventory corrections in gaming and professional visualization.
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2024 Q1
25 May 23
we have absorbed higher costs, and offset them by innovating and delivering higher valued products as well as products incorporating more and more software
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2024 Q1
25 May 23
Our strong year-on-year growth was driven by the ramp of the NVIDIA DRIVE Orin across a number of new energy vehicles.
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2024 Q1
25 May 23
Microsoft NVIDIA will also connect Office 365 applications with Omniverse.
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2024 Q1
25 May 23
Automotive
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2024 Q1
25 May 23
NVIDIA Omniverse Cloud will be available starting in the second half of this year.
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2024 Q1
25 May 23
NVIDIA Omniverse Cloud, an NVIDIA fully managed service running in Microsoft Azure
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2024 Q1
25 May 23
The ramp of our Ada Lovelace GPU architecture in workstations kicked-off a major product cycle.
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Transcript
2024 Q1
25 May 23