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Hopper is a giant new generation because it is designed to perform this new type of AI model called Transformers. It has an engine inside it called Transformer engine with numerical formats and pipelines that allows us to do a spectacular job on Transformer-type of models, which includes large language models, but it also includes computer vision models that are now able to be processed with this new type of AI model called Transformers.
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2023 Q2
25 Aug 22
we’re selling far below the market demand, far -- excuse me, far below the market sell-through. And the reason for that is to allow the inventory the channel inventory, the OEM inventories to correct.
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2023 Q2
25 Aug 22
3/4 of it associated with that gaming. And then Professional Visualization would probably be about 1/4 of the 2 areas that will decline.
Our Data Center yes, we do expect it to grow.
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2023 Q2
25 Aug 22
We have written down some silicon and chips as the macroeconomic conditions and you get ready for our future product launches take into account, but there’s also components, services and capacity in some of the other drivers that are incorporated in those write-downs.
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2023 Q2
25 Aug 22
North American hyperscalers doubled year-over-year
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2023 Q2
25 Aug 22
The Chinese hyperscalers and the Chinese Internet companies really, really slowed down infrastructure investment this year
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2023 Q2
25 Aug 22
Some of our supply arrived very late in the quarter. We had very little time from a logistics and availability to get those things out.
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2023 Q2
25 Aug 22
the supply chain challenges have been somewhat disruptive. But the demand is there
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2023 Q2
25 Aug 22
We were challenged this quarter with a fair amount of supply chain challenges because as you know, we don’t just sell the GPU chip, but these systems are really complex with a large number of chips in the system components that we offer like HGX.
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2023 Q2
25 Aug 22
We’ve done some very important work in this area ourselves MegaMolBART, understanding proteins, understanding DNA to learn the language of these large -- very, very large, spatially as well as temporally or sequentially types of data.
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2023 Q2
25 Aug 22
we hear fairly broadly that GPU supply is in shortage in the cloud
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2023 Q2
25 Aug 22
our strategy is to sell well below -- sell in well below the current sell-through levels in the marketplace to give the channel an opportunity to correct. We’ll do that for a couple of quarters or so.
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2023 Q2
25 Aug 22
because we were building for such a vibrant market, we found ourselves with excess inventory.
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2023 Q2
25 Aug 22
we took this opportunity to write them down to what our current expectations are
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2023 Q2
25 Aug 22
our inventory provisions and write-downs that we took into account had to reflect some of the purchasing that we did a supply back more than a year ago when we were still in extreme supply shortages in almost all of our products.
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2023 Q2
25 Aug 22
operating expenses
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2023 Q2
25 Aug 22
These increases were driven primarily by employee growth costs, as well as increases in salaries to support our employees during this high inflationary environment, and engineering development of new products coming to market.
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2023 Q2
25 Aug 22
These charges incurred in the quarter reflect purchase commitments that we made during the time of severe component shortages and our current expectation of ongoing macro uncertainty.
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2023 Q2
25 Aug 22
Gross margin includes $1.22 billion in charges for inventory and related reserves based on revised expectations of future demand and $122 million for warranty reserves.
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2023 Q2
24 Aug 22
72% of the systems on the latest top 500 list of the world’s fastest supercomputers are powered by NVIDIA
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2023 Q2
24 Aug 22