#1NVIDIA#2FORWARD-LOOKING STATEMENTS Except for the historical information contained herein, certain matters in this presentation including, but not limited to, statements as to: the performance, specifications, benefits, impact, and availability of our products and technologies; our market and growth opportunities; our growth and growth drivers; the world building on NVIDIA; industry leaders relying on NVIDIA; Al creating value across industries; automation occurring at the edge; Al transforming large markets; our design win pipeline; virtual worlds being essential for the next era of Al; virtual worlds being built by gamers and creators; and other predictions and estimates are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements and any other forward-looking statements that go beyond historical facts that are made in this presentation are subject to risks and uncertainties that may cause actual results to differ materially. Important factors that could cause actual results to differ materially include: global economic conditions; our reliance on third parties to manufacture, assemble, package and test our products; the impact of technological development and competition; development of new products and technologies or enhancements to our existing product and technologies; market acceptance of our products or our partners' products; design, manufacturing or software defects; changes in consumer preferences and demands; changes in industry standards and interfaces; unexpected loss of performance of our products or technologies when integrated into systems and other factors. NVIDIA has based these forward-looking statements largely on its current expectations and projections about future events and trends that it believes may affect its financial condition, results of operations, business strategy, short-term and long-term business operations and objectives, and financial needs. These forward-looking statements are subject to a number of risks and uncertainties, and you should not rely upon the forward-looking statements as predictions of future events. The future events and trends discussed in this presentation may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. Although NVIDIA believes that the expectations reflected in the forward-looking statements are reasonable, the company cannot guarantee that future results, levels of activity, performance, achievements or events and circumstances reflected in the forward-looking statements will occur. Except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances. For a complete discussion of factors that could materially affect our financial results and operations, please refer to the reports we file from time to time with the SEC, including our Annual Report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports we file with the SEC are posted on our website and are available from NVIDIA without charge. NVIDIA uses certain non-GAAP measures in this presentation including non-GAAP gross margin, non-GAAP operating income, non-GAAP operating margin, non-GAAP diluted earnings per share, and free cash flow. NVIDIA believes the presentation of its non-GAAP financial measures enhances investors' overall understanding of the company's historical financial performance. The presentation of the company's non-GAAP financial measures is not meant to be considered in isolation or as a substitute for the company's financial results prepared in accordance with GAAP, and the company's non-GAAP measures may be different from non-GAAP measures used by other companies. Further information relevant to the interpretation of non-GAAP financial measures, and reconciliations of these non-GAAP financial measures to the most comparable GAAP measures, may be found in the slide titled "Reconciliation of Non- GAAP to GAAP Financial Measures".#3WELCOME TO NVIDIA INVESTOR DAY 2022 Simona Jankowski Jensen Huang Manuvir Das lan Buck Ali Kani Rev Lebaredian & Richard Kerris Jeff Fisher Colette Kress Jensen Huang & Colette Kress Welcome GTC Highlights & Strategy Enterprise Computing Hyperscale Computing Automotive Omniverse Gaming Financials Q&A#4Jensen Huang | Founder & CEO, NVIDIA NVIDIA INVESTOR DAY 2022#5MODULUS APPLICATION FRAMEWORKS CLARA MONAI PLATFORM SYSTEM SOFTWARE HARDWARE RIVA CEN MAXINE RTX NVIDIA HPC UCF RTX ANT GPU NEMO DOCA DGX CPU HGX DPU MAG MERLIN CUDA-X EGX ( NIC BASE CMD 499 NVIDIA AI OVX AVATAR FLEET CMD SUPER POD SWITCH DRIVE PHYSX AERIAL AGX SOC ISAAC BUS METROPOLIS NVIDIA OMNIVERSE HOLOSCAN#660+ SDKs Open New Markets NVIDIA AI and Omniverse Licensable Software H100 Engine of World's Al Infrastructure NVLink C2C Semi-Custom Platform Grace CPU Superchip Opens CPU Markets Spectrum-4 400G Platform GTC SPRING 2022 ANNOUNCEMENTS Omniverse for Next Wave of Al Robotics The Next Autonomous Market#78898 8898. 8888 9999 ICE 8898. 88.98. GIANT WAVE OF NEW PRODUCTS 899 838 6808=1#8‒‒‒‒‒‒‒ ‒‒‒‒‒‒‒ WORLD'S MOST ADVANCED CHIP 80 Billion Transistors CH (+4440-10* TRANSFORMER ENGINE 6X Transformer Performance ZINI ZUNZ POLIZEI ****** 332 333 ************ ************ RAH www ESE SE C HOME Canarias, EmmX100 EXI 2ND GENERATION MULTI-INSTANCE GPU 7X Secure Tenants NVIDIA CONFIDENTIAL COMPUTING Secure Data and Al Models In-Use 888 III II AAA 4TH GENERATION NVLINK 7X PCIe Gen5 DPX INSTRUCTIONS 7X Dynamic Programming Performance#9www.w NVIDIA WELGED nen. S FRENERBAN BARRENAREN ANAS AL ANNOUNCING GRACE CPU SUPERCHIP mingimin ng i mini ******* COLULE BER Banenes www 35 36 3.5 25 25 2 S Superchips Connected by NVLink C2C 144 CPU Cores 1 TB/s LPDDR5X with ECC 396MB On-Chip Cache SPECrate®2017_int_base Over 740 (est.)#10XES 888888:88835S 555555555555 Muta ( BARBER:8809 papaga:898989 CORRES CAREER BACHER CPU NIC CUSTOMER IP SOC 111 in t GPU DPU Lab 9. pppp NVLINK OPENS A WORLD OF SEMI-CUSTOM CHIPS AND SYSTEMS#11G 6 SPECTRUM-4 400G ETHERNET SWITCH 100 Billion Transistors - TSMC 4N Process 51.2T Bandwidth | 12.8T Line Rate Crypto | 100G SerDes 128 Ports of 400GbE 4X Higher Switching Throughput 40% Network Power Savings#12OMNIVERSE on OVX DEEPMAP NVIDIA DRIVE [3] СЕНННННЮ ЗО NVIDIA AI on DGX DRIVE AV on ORIN#13Parris Wellman VP, Engineering and Robotics at Amazon Robotics 411 Omniverse Digital Twin#1460+ SDKs Open New Markets NVIDIA AI and Omniverse Licensable Software H100 Engine of World's Al Infrastructure NVLink C2C Semi-Custom Platform Grace CPU Superchip Opens CPU Markets Spectrum-4 400G Platform GTC SPRING 2022 ANNOUNCEMENTS Omniverse for Next Wave of Al Robotics The Next Autonomous Market#15$1 TRILLION OPPORTUNITY GAMING $100B NVIDIA AI ENTERPRISE SOFTWARE $150B OMNIVERSE ENTERPRISE SOFTWARE $300B $150B CHIPS & SYSTEMS AUTOMOTIVE $300B NVIDIA FULL-STACK PLATFORM SERVING $100 TRILLION OF INDUSTRIES#16Manuvir Das | VP, Enterprise Computing NVIDIA INVESTOR DAY 2022#17Hello AI OCCURS EVERYWHERE סין CLOUDS DATA CENTERS ** $609 Û EDGE NVIDIA DATA CENTER GROWTH $5B Run Rate. Q1 FY21 $13B Run Rate Q4 FY22 THE WORLD IS BUILDING ON NVIDIA 3,000,000 Developers 10,000 NVIDIA Inception Startups 1,300 NVIDIA Partners AMAZING DATA CENTER GROWTH INDUSTRY LEADERS RELY ON NVIDIA Domino's Honeywell ∞ Meta salesforce AstraZeneca GE Healthcare PEPSICO Shell T-Mobile.#18TRADITIONAL COMPANY IT SPEND $3,700B $250B Financial Services ² USE CASES ACROSS LEADING INDUSTRIES... Manufacturing Overall Technology Spend E E Data Center Systems Source: Gartner, McKinsey, PwC, Statista, eMarketer, industry data Healthcare Retail Logistics Transportation AI-DRIVEN COMPANY IT SPEND Financial Services $10T Overall Technology Spend Manufacturing $35T Al Software ...LARGE OPPORTUNITIES FOR AI + Data Center Systems Healthcare $8T Retail $25T INDUSTRY SIZE AI IS CREATING VALUE ACROSS INDUSTRIES Logistics $10T Transportation $10T#19AI SKILLS OPERATING SYSTEM OF AI AI INFRASTRUCTURE NVIDIA PROVIDES THE FULL STACK OF AI#20aws Google Cloud ง Cloud Microsoft Azure DGX Atos Hewlett Packard OPERATING SYSTEM OF AI HGX CISCO AI SKILLS H3C AI INFRASTRUCTURE EGX DELL Technologies inspur Lenovo CHI AGX GPU FUJITSU GIGABYTE Nettrix? DPU CPU Oddn DELLEMC PURESTORAGE NVIDIA PROVIDES THE FULL STACK OF AI IBM VAST NVIDIA® CERTIFIE 170+ Systems 30+ Partners NetApp WEKA#21Cloud DGX Enabling Accelerated Bare Metal Servers Leading Cloud Service Provider AI SKILLS OPERATING SYSTEM OF AI HGX AI INFRASTRUCTURE EGX AGX Evolving Networking Appliances to Software- defined, Hardware-accelerated Services Leading Internet Service Provider GPU DPU CPU Offloading, Isolating, and Accelerating Software-Defined Application Firewall Leading Security Solution Provider NVIDIA PROVIDES THE FULL STACK OF AI#22Base Command Fleet Command AI SKILLS OPERATING SYSTEM OF AI TAO Enterprise TensorFlow/PyTorch AI INFRASTRUCTURE RAPIDS Triton Inference Server NVIDIA PROVIDES THE FULL STACK OF AI#23CLARA ΜΟΝΑΙ RIVA MAXINE NEMO TIE MERLIN DRIVE OPERATING SYSTEM OF AI AI INFRASTRUCTURE ISAAC METROPOLIS HOLOSCAN NVIDIA PROVIDES THE FULL STACK OF AI#24CLARA ΜΟΝΑΙ Base Command RIVA Fleet Command I Cloud DGX MAXINE NEMO HGX THE MERLIN OPERATING SYSTEM OF AI TAO EGX Enterprise TensorFlow/PyTorch DRIVE AL INFRASTRUCTURE CUD AGX GPU ISAAC METROPOLIS RAPIDS Triton Inference Server DPU HOLOSCAN NVIDIA PROVIDES THE FULL STACK OF AI CPU#2521M Miles of Roadway 15M Retail Stores nododo DOOOOD BOOORD MANAM LEGGER 5B Acres of Farmland 160,000 Hospitals 10M Factories 37M Flights per Year 20B Drive-Thru Visits 500M Support Calls Daily Source: CIA, SEMO, ABI, IATA, industry data and NVIDIA internal data and analysis NVIDIA EDGE AI ECOSYSTEM GROWTH 10+ DeepStream 1.0 2017 Edge Al Partners 100+ TAO 1.0 DeepStream 4.0 1 Pre-Trained Model 2019 1,000+ TAO 3.0 DeepStream 6.0 Fleet Command Aerial Al-on-5G LaunchPad 30 Pre-Trained Models 2021 AUTOMATION WILL OCCUR AT THE EDGE TAO Next DeepStream Next Fleet Command Next Aerial on 5G 60 Pre-Trained Models Multi-Camera Tracking Few Shot Learning Omniverse Connectors 2023#26GO-TO-MARKET PARTNERS CLOUDERA DELL Technologies Deloitte. NetApp vmware® 1,300+ NPN Partners (OEM, VAR, SI) NVIDIA-CERTIFIED SYSTEMS AVAILABLE EVERYWHERE NVIDIA® CERTIFIED 170+ Systems 30+ Partners NVIDIA AI ENTERPRISE SOLD BY EVERYONE NEW NVIDIA AI ACCELERATED PROGRAM NVIDIA AI ACCELERATED 100+ Members at Launch#27GAMING $100B NVIDIA AI ENTERPRISE SOFTWARE $150B OMNIVERSE ENTERPRISE SOFTWARE $150B CHIPS & SYSTEMS $300B AUTOMOTIVE $300B Source: 650 Group, Dell'Oro, NewZoo, ABI Research, industry data and NVIDIA internal data and analysis FULL STACK AI DGX NVIDIA AI Enterprise NVIDIA Base Command HGX NVIDIA Fleet Command EGX OVX 50M Enterprise Server Installed Base Platform Al Software Per-Server, Per-Year Subscription Pricing NVIDIA ENTERPRISE COMPUTING - $300B MARKET OPPORTUNITY#28lan Buck | VP, Hyperscale Computing NVIDIA INVESTOR DAY 2022#29Source: 650 Group, Statista CLOUD COMPUTING 35M Server Installed Base by 2025 CONSUMER INTERNET ORACLE Cloud 100% Adopting Al PayPal (-) Alibaba Cloud amazon aws BAIDU AI CLOUD ebay Google Cloud JD.COM Meta Microsoft Azure E-COMMERCE $7.4T Worldwide Sales by 2025 AI IS TRANSFORMING LARGE MARKETS Tencent Cloud Walmart#30ACCELERATING ADOPTION WITH EVERY ARCHITECTURE Hyperscale Revenue P100 3x V100 Note: Cumulative Revenue 8Q After Launch A100 DELIVERING 10X FOR THE MOST IMPORTANT AI APPLICATIONS WORLD'S MOST ADVANCED CHIP 199 TRANSFORMER the body THE 20 GENERATION MULTI-INSTANCE GPU EO + CONFIDENTIAL COMPUTING -- 868 292 画画 4 GENERATION NV, NK INSTRUCTIONS PLATFORM FOR INVENTION Large Language Models Q Trends Recommender Systems Complex Digital Twins NEW ARCHITECTURES ENABLE NEW AI BREAKTHROUGHS#31Training Compute (petaFLOPS) COMPUTE COMPLEXITY Computational Requirements for Training Transformers 10,000,000,000 1,000,000,000 100,000,000 10.000.000 1,000,000 100,000 ACCELERATING 10,000 1,000 InceptionV3 AlexNet Resnet Seq2Seq VGG-19 100 2012 2013 2014 2015 2016 ResNeXt GPT-2 Megatron XLNet Source: Industry data and NVIDIA internal data and analysis Megatron-Turing NLG 530B GPT-3 • Transformer ELMO BERT Large GPT-1 Wav2Vec 2.0 2017 2018 2019 2020 2021 2022 EXPANDING INTO EVERY USE CASE 70% Al Papers In Last Two Years SUPERGLUE LEADERBOARD Language Understanding OPENAI CLIP CV with Unlabeled Datasets GOOGLE VIT Efficient Computer Vision ALPHAFOLD2 Protein Structure Prediction FROM 5 DAYS TO 19 HOURS | 6X FASTER Training Throughput 6x 3.5X 128 H100 A100 10000 #GPUs GPT-3 (1758) FROM DAYS TO HOURS H100 A100 FROM 7 DAYS TO 20 HOURS I 9X FASTER Training Throughput 19 hrs #GPUs Mixture of Experts (3958) 6.3X 5 days 20000 20 hrs 7days 8000 TRANSFORMERS FUELING GIANT-SCALE AI DEPLOYMENTS 30X THROUGHPUT AT 1 SECOND RESPONSE Inference Throughput 16X 2 Sec 20X 1.5 Sec 30X 1 Sec LATENCY Megatron 530B Chatbot#32BILLIONS OF USERS | TRILLIONS OF ITEMS DO DO DO 음.. NVIDIA MERLIN FOR HYPERSCALE RECOMMENDER SYSTEMS Retrieval Filtering 1X1 Scoring 88888 50% Higher Cost Efficiency, 2X Reduction in Serving Latency Ordering RECOMMENDER SYSTEMS ARE THE COMMERCIAL ENGINE OF THE INTERNET#33INFERENCE IS HARD Need for Optimized Al Infrastructure Model Complexity High Throughput Real-Time Requirements Many Use Cases INFERENCE PLATFORM Amazon SageMaker K LEADERSHIP End-to-End Acceleration Amazon Elastic Container Service (ECS) HTTP || Azure Machine Learning Hypercale Scheduler Model Compilars TRITON INFERENCE SERVER JL Google Vertex Al Amazon Elastic Container Azure Kubernetes Service (ECS) Service (AKS) →阿里云 Alibaba Cloud. PAI-EAS M Google Kubernetes Engine (GKE) NVIDIA AI INFERENCE IN FULL THROTTLE FY19 RAPID SHIFT TO GPU 9X in Just 3 Years Il FY20 FY21 CSP Inference Revenue FY22#34BUILT FOR GIANT-SCALE AI AND HPC THE GRACE HOPPER SUPERCHIP Coherent CPU+GPU Module 592GB Memory GPU for Giant Models | New 900 GB/s Coherent Interface 30X Higher System Memory Bandwidth to GPU Runs NVIDIA Computing Stacks THE CPU FOR AI INFRASTRUCTURE GRACE CPU SUPERCHIP High Performance CPU for HPC and Al 144 Cores | 740 SPECrate@2017_int_base est. 1TB/s Memory Bandwidth | First LPDDR5X with ECC 2X Perf/Watt Over Traditional Servers | Runs NVIDIA Computing Stacks NVIDIA GRACE#35BF-3 SPECTRUM-4 QUANTUM-2 D DAS CONVERGED H100+CX7 NVLINK NETWORK HGX H100 DATA CENTER IS THE NEW CANVAS OF INNOVATION GRACE HOPPER SUPERCHIP GRACE CPU SUPERCHIP#36191 BF-3 SPECTRUM-4 QUANTUM-2 D DAS CONVERGED H100+CX7 NVLINK NETWORK CUSTOM SOC HGX CH100 DATA CENTER IS THE NEW CANVAS OF INNOVATION GRACE HOPPER SUPERCHIP GRACE CPU SUPERCHIP#37GAMING $100B NVIDIA AI ENTERPRISE SOFTWARE $150B OMNIVERSE ENTERPRISE SOFTWARE $150B CHIPS & SYSTEMS $300B AUTOMOTIVE $300B Source: 650 Group, Dell'Oro, NewZoo, ABI Research, industry data and NVIDIA internal data and analysis SPECTRUM- MPSC QUANTUM-2 221123 DATA CENTER SCALE INNOVATION CONVERGED H100-CX7 NVLINK NETWORK CUSTOM SOC NVIDIA HYPERSCALE – $150B MARKET OPPORTUNITY de 9 Million Hyperscale Server Each Year CPUs, GPUs, DPUS, NICS, Switches HTDO GRACE HOPPER SUPERCHIP GRACE CPU SUPERCHIP#38Ali Kani | VP, Automotive NVIDIA INVESTOR DAY 2022#391B Passenger + Commercial Vehicle Installed Base 8% - 50% Passenger EV Penetration by 2035 10% - 50% Vehicles L2/L3 Penetration by 2030 Source: IHS Markit, ABI Research, Tesla FSD value, combination of NVIDIA and third-party analysis $12K Large and Growing FSD Value Per Vehicle AUTOMOTIVE INDUSTRY AT A GLANCE 120M # of Rideshare Vehicles by 2030 10X Compute Image Processing Increase 1.5 MP Today → 15MP 2030#40DRIVE Chauffeur Sensor Abstraction NVMedia DRIVE AGX ORIN DRIVE Mapping DNN Framework CUDA DRIVE Concierge DRIVEWORKS ACCELERATION LIBRARIES Image/Point Cloud Processing DRIVE Hyperion DRIVE OS TensorRT Recorder DGX DRIVE Sim OV Calibration NVStreams DRIVE Replicator Ego Motion Developer Tools DRIVE Constellation NVIDIA DRIVE – FULL STACK AUTONOMOUS DRIVING PLATFORM#41Validation Data Collection Ops DRIVE Concierge Data Labeling / Processing Parking P DRIVE Mapping NCAP Application Development DOD Al Model Development AV REQUIRES END-TO-END DEVELOPMENT FLOW DRIVE Chauffeur#42GAMING $100B NVIDIA AI ENTERPRISE SOFTWARE $150B OMNIVERSE ENTERPRISE SOFTWARE $150B CHIPS & SYSTEMS $300B AUTOMOTIVE $300B Source: 650 Group, Dell'Oro, NewZoo, ABI Research, industry data and NVIDIA internal data and analysis END-TO-END FULL-STACK AV OMNIVERSE on OVX DEEPMAP NVIDIA DRIVE H 1:00-00-10-11 NVIDIA Al on DGX NVIDIA DRIVE - $300B MARKET OPPORTUNITY S DRIVE AV on ORIN 100 AV Companies | 100 Million AV Cars, Trucks, Shuttles, Robotaxis Al on DGX, Drive Map and Omniverse on OVX, AV on Orin#4320 of 30 Passenger EV 7 of 10 Trucking tu simple 8 of 10 Robotaxi LEADERSHIP POSITION IN ALL SEGMENTS 30 of 30 AV Data Center F D ▬▬▬▬▬▬▬▬ ▬▬▬▬▬#44TIER 1s DESAY flex Quento Computer Valeo ZE GROUP Continental (S) HESAI LUMINAR onsemi STRONG PARTNERSHIP / ECOSYSTEM SENSORS HELLA INNOVIZ TECHNOLOGIES OMNIVISION™ SONY Velodyne Lidar cerence OND JUNGO pony. TOMTOM SOFTWARE DEEPROUTE.Ai vayyar Al momenta oxbotica PHANTOM AI Plus O SoundHound smart eye tu simple here VisionLabs MACHINES CAN SEE ottopia STRADVISION vay zenseact SIMULATION 3DMAPPING AVL foretellix IPG Ansys DSPACE Hum3D MathWorks TURBOSQUID by shutterstock OPEN ECOSYSTEM PLATFORM – INFOTAINMENT AND AUTONOMOUS VEHICLES#45Li Auto NIO R-Auto PENG OEM NEV | TRUCKING | ROBOTAXI $11B DESIGN WIN PIPELINE VIN F A ST BYD HYUNDAI cruise pony tu simple NAVISTAR . 当己汽车 VOLVO DiDi JiDL 6 Year Horizon NVIDIA POWERING AV REVOLUTION Polestar LOTUS JAGUAR VOLVO LAND- FROVER LUCI k kodiak EMBARK autos ZOOX →→Plus#46Rev Lebaredian | VP, Omniverse & Simulation Technology Richard Kerris | VP, Omniverse Developer Platform NVIDIA INVESTOR DAY 2022#472000, Sep, 10 12. VIRTUAL WORLDS ARE ESSENTIAL FOR THE NEXT ERA OF AI#48RTX TECHNOLOGY GO anszky's Colo Hue Coor Pantal Acrylic Parker and Thankin Who GOUAC DATA CENTER SCALE GPU COMPUTING UNIVERSAL SCENE DESCRIPTION THE BIG BANG OF OMNIVERSE AI REVOLUTION#49PRODUCT DEVELOPMENT Connecting 3D Creators & Al Assistants in Virtual Worlds Factory CAD Robot CAD USD USD Path Tracing Factory Digital Twin Al MDL Physics USD) USD OPERATE DIGITAL TWIN Connecting Robots in a Virtual World USD Factory Planning N Digital Human Training Robot Gym OMNIVERSE FROM CREATION TO SIMULATION OF VIRTUAL WORLDS#503rd PARTY DEVELOPERS 25M Developers Worldwide NI CameraComandoms.commands.Command Source: IDC, Jon Peddie Research, Interact Analysis, SCMO Few Re WELD ARTISTS & DESIGNERS 45 Million Creators Worldwide SUPERCHARGING A HUGE ECOSYSTEM ENTERPRISES 150K Warehouses, 10M Factories#51160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 0 10X GROWTH DOWNLOADS Q2 Q3 Q4 Today Q1 2021 2021 2021 2021 LEADING ISV NETWORK A Adobe blender C GRAPHISOFT. Bentley chaos esri otoy REALLUSION® SideFX Sketchfab AUTODESK TURBOSQUID by shutterstock cgtrader MAXON ptc PIXAR Rhinoceros design model present analyze realize SIEMENS energy Trimble ENGINE 100 80 60 40 20 0 10X GROWTH CONNECTIONS Q4 Q1 Q2 Q3 Q4 Today 2020 2021 2021 2021 2021 EARLY INDICATORS OF SUCCESS NEW OEM OPPORTUNITIES#52GLOBAL GO-TO-MARKET Empowering Entire Pro Viz Ecosystem 65+ Partners Worldwide 30 Demo Labs BOXX hp PNY. DELL Technologies Lenovo SUPERMICRO BUILDING ON A STRONG PRO VIZ FOUNDATION Introducing a New Era of Visualization and Simulation to 45 M Pro Viz User Base ALSTOM LIONSGATE NASA POLARIS Avida A Lubre Company MITSUBISHI MOTORS Product Development HONDA TOYOTA Mortenson construction PAGANI TREK NVIDIA OMNIVERSE ENTERPRISE MOMENTUM ACROSS INDUSTRIES Over 700 More in the Pipeline amazonrobotics ONEG LOCKHEED MARTIN BMW GROUP Kroger PEPSICO S shopify DB BAHN LOWE'S NORTHROP GRUMMAN SIEMENS energy At it XINHUA NEWS AGENCY#53CONSUMER DESIGN COLLABORATION & SIMULATION 00 909 3335000 LAPTOPS & WORKSTATIONS NVIDIA NVIDIA-CERTIFIED WORKSTATIONS ENTERPRISE NVIDIA-CERTIFIED SERVERS NVIDIA OMNIVERSE RUNS ON RTX From GeForce RTX Studio Laptop to NVIDIA-Certified Servers REAL TIME DIGITAL TWIN SIMULATION ENTERPRISE NVIDIA OVX#54GAMING $100B NVIDIA AI ENTERPRISE SOFTWARE $150B OMNIVERSE ENTERPRISE SOFTWARE $150B CHIPS & SYSTEMS $300B AUTOMOTIVE $300B Source: 650 Group, Dell'Oro, NewZoo, ABI Research, industry data and NVIDIA internal data and analysis NEXT WAVE OF AI Over 45 Million Professional Designers & Creators Per-User, Per-Year Subscription 10s of Millions of Factory, Warehouse, Fulfillment Center Digital Twins $Thousands to $Millions Per-Digital Twin Per-Year OMNIVERSE SOFTWARE AND CHIPS & SYSTEMS - $300B MARKET OPPORTUNITY#55Jeff Fisher | SVP, Gaming NVIDIA INVESTOR DAY 2022#56NEW GENERATION, MORE GAMERS 80% of Gen Z is Gaming 42% Boomers 2:30 Hrs/Wk 81% 77% 60% ill Millennials 6:50 Hrs/Wk Gen X 4:25 Hrs/Wk Gen Z 7:20 Hrs/Wk OVER 3 BILLION GAMERS 50M New PC Gamers Every Year Source: NewZoo, Blender.org, YouTube, Twitch, Microsoft, Adobe and NVIDIA internal analysis 2017 2.3B 2021 3.0B PC Gamers Total Gamers EVERYONE IS GAMING & CREATING MORE THAN JUST GAMING 80M Creators and Broadcasters 24M Twitch Channels 2X in 2 Years 14M Blender.org Unique Visitors 1.5X in 1 Year $29B YouTube Ad Revenue 2X in 2 Years 1T Minecraft Views 140M MAU in '21#57DLSS NVIDIA Accelerated Games and Apps REFLEX Broadcast Client NVIDIA Game Ready / Studio Drivers / SDKs RT Cores GEFORCE RTX Tensor Cores Cloud Al Bright Omniverse Video Engine Console a SWITCH RTX Architecture NVIDIA Studio DLSS Game Ready Drivers Max-Q NVIDIA Broadcast NVIDIA Reflex GEFORCE NOW Accelerated Al Omniverse BUILDING THE BEST PLATFORM FOR GAMERS & CREATORS Crypto Mining#5830M 25M 20M 15M 10M 5M 250+ RTX GAMES & APPS OM Pr SLAN Jan-16 ICARUS ALAN WAKE BONILL STEAM CONCURRENT GAMERS VUNTAR HORIZON MEDIM RUST CONTROL 18 w CHIVAL 30M More Buying Games In 21 Jan-17 Jan-18 Jan-19 Jan-20 Jan-21 Jan-22 25% 5YR CAGR $11.4B $3.8B RECORD REVENUE FY17 FY22 Gaming GPU Source: Valve, NVIDIA Note: $ for upgrade is an average across known GeForce Desktop users who upgraded to NVIDIA Ampere architecture GPUs 5YR CAGR ASP 13% Units 11% RTX WAVE KEEPS RISING INSTALLED BASE UPGRADING TO RTX GeForce GTX 71% GeForce RTX 29% GeForce DT Gamers Who Upgrade to NVIDIA Ampere Architecture SPEND $300 MORE Than on Prior Graphics Card#59MAX-Q 4TH GEN Al Based - Thinner & Lighter CPU Optimizer Rapid Core Scaling ( Battery Boost 2.0 Source: Gartner, NVIDIA Note: GeForce laptop gaming GPU shipments compared to total consumer laptop sales RECORD GROWTH 34% 34% 5YR CAGR FY17 FY22 Gaming LT GPU 5YR CAGR ASP 13% Units 19% GAMING SHARE OF MARKET CONTINUES TO GROW 25% 20% 15% 10% 5% 0% 2017 2018 2019 2020 2021 GAMERS, CREATORS, STUDENTS FUEL LAPTOP GROWTH#60NVIDIA STUDIO RTX Accelerated Platform for Creators Pr #1 Video App OBS #1 Broadcast App Ps #1 Photo App Oblender #1 3D App EXPANDING OPPORTUNITY WITH CREATORS GAMERS CREATORS +10% ASP 10%+ Units EVERYONE CREATES LIKE A PRO WITH NVIDIA RTX AI G8-02, T Al Pose Estimation NVIDIA Canvas POLTT Image 2 Material Al NVIDIA Broadcast NVIDIA STUDIO - BUILT FOR 80M CREATORS AND BROADCASTERS#61Source: Gartner, Apple GEFORCE NOW 1200+ Games, 15M Users, 80 Countries APEX ELECTRONIC ARTS BATTLEFIELDS BATTLEFIELD V UNRAVE BATTLEF 1B Underpowered PC/Chromebooks | 1B iOS/Mac | 4B Android Mobile/TV GEFORCE NOW PARTNERS ABYA au LG AT&T 5G SoftBank GAME+ LGU+ PENTANET SAMSUNG STARHUB 台灣大哥大 VIRTUAL MACHINE SERVER 3RD PARTY CLOUD GAMING PLATFORM CLOUDXR DLSS GAMES, CREATOR APPS, OMNIVERSE ARM/X86 CPU NVIDIA CLOUD GAMING - BRINGING RTX TO BILLIONS MORE STREAM REFLEX CAPTURE GAME READY/STUDIO DRIVER RTX GPU OPTICAL FLOW Al MLNX BF2#62Source: Gartner, Apple GEFORCE NOW RTX PC in the Cloud for Creators 1B Underpowered PC/Chromebooks | 1B iOS/Mac | 4B Android Mobile/TV GEFORCE NOW PARTNERS ABYA au LG PENTANET SoftBank AT&T 5G GAME+ LGU+ SAMSUNG STARHUB 台灣大哥大 3RD PARTY CLOUD GAMING PLATFORM CLOUDXR DLSS GAMES, CREATOR APPS, OMNIVERSE ARM/X86 CPU NVIDIA CLOUD GAMING - BRINGING RTX TO BILLIONS MORE STREAM REFLEX CAPTURE GAME READY/STUDIO DRIVER RTX GPU OPTICAL FLOW Al MLNX BF2#63VIRTUAL WORLDS WILL BE BUILT BY GAMERS AND CREATORS USD 1X 4K RT 60FPS AND WE ARE JUST BEGINNING 8K VR Path Traced 120FPS FUTURE WORLDS... EVERYONE BUILDS, EVERYONE PLAYS Virtual World Simulation. 50X 1,000- 10,000X#64GAMING $100B NVIDIA AI ENTERPRISE SOFTWARE $150B OMNIVERSE ENTERPRISE SOFTWARE $150B CHIPS & SYSTEMS $300B AUTOMOTIVE $300B Source: 650 Group, Dell'Oro, NewZoo, ABI Research, industry data and NVIDIA internal data and analysis GAMING IS MORE THAN GAMES NVIDIA GAMING - $100B MARKET OPPORTUNITY LEVE 3 Billion Gamers & Creators PC | Cloud | Console#65Colette Kress | EVP & CFO NVIDIA INVESTOR DAY 2022#66REVENUE 61% $16.7B FY 2021 $26.9B FY 2022 GROSS MARGIN 120 bps Note: Gross Margin, Operating Income and Diluted EPS shown are Non-GAAP measures. Diluted EPS reflects a four-for-one stock split effective July 2021 65.6% 66.8% FY 2021 FY 2022 OPERATING INCOME 87% $6.8B $12.7B FY 2021 FY 2022 FY 2022 - A RECORD-BREAKING YEAR EPS 78% $2.50 FY 2021 $4.44 FY 2022#67$5.5B FY 2018 GAMING REVENUE $6.2B 23% CAGR (FY 2018 - FY 2022) FY 2019 $5.5B FY 2020 61% $7.8B FY 2021 $12.5B FY 2022 GAMING GROWTH DRIVERS GAMING MORE THAN GAMES 3B+ Gamers, Creators eSports, & Broadcasters RTX UPGRADE CYCLE 29% Installed Base EVERY WAY TO PLAY PC and Laptops GFN Service 3rd Party Cloud Gaming Consoles NOTEBOOK GROWTH 160 New Laptop Designs for NVIDIA Ampere Architecture CONSTRAINED SUPPLY / LEAN CHANNEL Demand Outpacing Supply#68$1.9B FY 2018 DATA CENTER REVENUE $2.9B 53% CAGR (FY 2018 FY 2022) FY 2019 $3.0B FY 2020 58% $6.7B FY 2021 $10.6B FY 2022 DATA CENTER SCALE INNOVATION Compute to Networking TRILLION GROWTH DRIVERS PARAMETER MODELS Recommenders and Large Language Models DATA CENTER THREE CHIP STRATEGY Hopper Grace Bluefield INFERENCE Shift to GPU Acceleration FULL STACK AI Hardware, System Software, Platform Software, and Al OMNIVERSE Pioneering in Simulation & Digital Twins NVIDIA ECOSYSTEM 3M Developers 10,000 Inception Startups 1,300+ NVIDIA Partners NVIDIA Certified: 170+ Systems, 30+ Partners#69PROFESSIONAL VISUALIZATION REVENUE $0.9B FY 2018 $1.1B 23% CAGR (FY 2018 FY 2022) FY 2019 $1.2B FY 2020 100% $1.1B FY 2021 $2.1B FY 2022 GROWTH DRIVERS RTX AND AI Ray Tracing and Al Revolutionizing Design HYBRID WORK ENVIRONMENT Home Studios and Office Workstations OMNIVERSE & PROFESIONAL VISUALIZATION OMNIVERSE Connecting Artists and Al Assistants in Virtual Worlds RTX UPGRADE CYCLE 45M Creators / Designers#70$11B DESIGN WIN PIPELINE OEM LAND- JAGUAR -ROVER VOL TRUCKING Plus tu simple VOLVO NEV Li Auto XPENG ROBOTAXI NIO cruise DiDi pony GROWTH DRIVERS AUTOMOTIVE ORIN SOC Production Ramp FY 2023 NVIDIA DRIVE END-TO-END FULL STACK AV NVIDIA DRIVE Map Omniverse Digital Twin NVIDIA DGX and Al DRIVE AV Computer DRIVE SOFTWARE Mercedes Benz FY 2025 Jaguar Land Rover FY 2026 OPEN ECOSYSTEM PLATFORM Strong Partnership / Ecosystem across Tier 1s, Sensors, Software, and Simulation#71GPU EXPANDING BUSINESS MODEL Systems and Software GPU DPU Enterprise Software Systems and Software GPU DPU CPU Standalone Licenses and Subscription AI ENTERPRISE SOFTWARE SOFTWARE STRATEGIC IMPACT Leveraging Existing GTM Channels Building on CUDA Foundation KEY OPPORTUNITIES OMNIVERSE ENTERPRISE SOFTWARE Catalyst for Gross Margin Expansion NVIDIA DRIVE#72$1 TRILLION OPPORTUNITY GAMING Source: 650 Group, Dell'Oro, NewZoo, ABI Research, industry data and NVIDIA internal data and analysis $100B NVIDIA AI ENTERPRISE SOFTWARE $150B OMNIVERSE ENTERPRISE SOFTWARE $300B $150B CHIPS & SYSTEMS AUTOMOTIVE $300B NVIDIA FULL-STACK PLATFORM SERVING $100 TRILLION OF INDUSTRIES#73RESEARCH & DEVELOPMENT ($29B Cumulative Since FY 2000) 24% Annual CAGR FY 2000 FY 2022 CAPITAL EXPENDITURE ($5B Cumulative Since FY 2010) 24% Annual CAGR FY 2010 FY 2022 ACQUISITIONS (Since FY 2020) MM Mellanox TECHNOLOGIES Bright Computing CUMULUS, INVESTING TO ADDRESS $1T OPPORTUNITY DEEPMAP Oski TECHNOLOGY Excelero SwiftStack#74SINGLE PLATFORM OPERATING INCOME Note: Operating Income and Operating Income Margin shown are Non-GAAP measures +3.5x $3.6B FY 2018 $12.7B FY 2022 THE POWER OF "SINGLE PLATFORM" LEVERAGE OPERATING INCOME MARGIN +1,000 bps 37.2% FY 2018 47.2% FY 2022#75$2.9B FY 2018 FREE CASH FLOW $3.1B 29% CAGR +2.8x $4.3B $4.7B FY 2019 FY 2020 FY 2021 $8.0B Note: Free cash flow is a Non-GAAP measure FY21 free cash flow includes $468M of cash flow related to a non-recurring ARM royalty prepayment FY22 free cash flow includes $1.9B of cash flow related to long-term prepaid supply agreements FY 2022 CAPITAL ALLOCATION SHARE REPURCHASE Resumed Buybacks in Q1 FY 2023 $5.2B Remaining Authorization Through Dec. 2022 DIVIDEND $400M in FY 2022 Plan to Maintain STRATEGIC INVESTMENTS Growing Our Talent, Platform Reach & Ecosystem FREE CASH FLOW AND CAPITAL ALLOCATION#76ENVIRONMENTAL 3 NVIDIA GPUs Are 40X More Energy Efficient than Traditional CPU Servers For Al 23 of Top 25 Supercomputers on the November 2021 Green500 Powered by NVIDIA Earth-2 - Building the World's Most Powerful Al Supercomputer Dedicated to Predicting Climate Change We Plan For 100% of Our Global Electricity Usage For Our Offices and Data Centers to Be Renewable by 2025 SOCIAL A Place for People to Do Their Life's Work glassdoor BEST PLACES TO WORK 202 #1 Place to Work in 2022 "100 Best Companies to Work For" FORTUNE "America's Most Just Companies" FORBES "Most Responsible Companies" NEWSWEEK "Best Places to Work for LGBT Equality" HUMAN RIGHTS CAMPAIGN COMMITMENT TO ESG GOVERNANCE MANAGEMENT Time Magazine's 100 Most Influential People Barron's Top CEOs Fortune's World's Most Admired Companies Wall Street Journal's Management Top 250 All-Stars CORPORATE GOVERNANCE 38% Of Board is Gender, Racially, or Ethnically Diverse Two New Board Members Added Since FY 2021 92% of Directors are Independent#77RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES#78GROSS MARGIN ($ IN MILLIONS & MARGIN PERCENTAGE) FY 2021 FY 2022 RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES NON-GAAP 65.6% 66.8% A. Consists of amortization of intangible assets and inventory step up B. Stock-based compensation charge was allocated to cost of goods sold ACQUISITION- RELATED AND OTHER COSTS (A) (2.6) (1.4) STOCK-BASED COMPENSATION (B) (0.5) (0.5) IP-RELATED COSTS (0.2) GAAP 62.3% 64.9%#79OPERATING INCOME & MARGIN ($ IN MILLIONS & MARGIN PERCENTAGE) FY 2018 FY 2021 FY 2022 RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES (CONTD.) NON-GAAP $3,617 37.2% $6,803 40.8% $12,690 47.2% ACQUISITION- RELATED AND OTHER COSTS (A) (13) (0.2) (836) (5.0) (636) (2.5) STOCK-BASED COMPENSATION (B) (391) (4.0) (1,397) (8.4) (2,004) (7.4) A. Consists of amortization of acquisition-related intangible assets, inventory step-up, transaction costs, compensation charges, and other costs B. Stock-based compensation charge was allocated to cost of goods sold, research and development expense, and sales, general and administrative expense C. Comprises of IP-related costs, legal settlement costs, contributions, and restructuring and other charges OTHER (C) (3) 1 (38) (0.2) (9) GAAP $3,210 33.0% $4,532 27.2% $10,041 37.3%#80FY 2021 EPS Net income Shares used in diluted per share calculation (D) Diluted EPS (D) FY 2022 Net income Shares used in diluted per share calculation Diluted EPS NON GAAP $6,277 2,510 $2.50 $11,259 2,535 $4.44 RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES (CONTD.) ACQUISITION -RELATED AND OTHER COSTS (A) (836) 1 } (636) STOCK-BASED COMPENSATIO N (B) (1,397) ! ¦ (2,004) OTHE R (C) (41) 1 1 87 | | TAX IMPACT OF ADJUSTMEN TS 329 712 A. Acquisition-related and other costs consist of amortization of intangible assets, inventory step-up, transaction costs, and other costs B. Stock-based compensation charge was allocated to cost of goods sold, research and development expense, and sales, general and administrative expense C. Consists of IP-related costs, gains/losses from non-affiliated investments and interest expense related to amortization of debt discount D. Adjusted for a four-for-one stock split effective July 2021 ¦ } DOMESTICATIO N TAX BENEFIT ¦ ¦ ¦ 244 FOREIG N TAX BENEFI T 1 1 | 90 ¦ | GAAP $4,332 2,510 $1.73 $9,752 2,535 $3.85#81($ in millions) FY 2018 FY 2019 FY 2020 FY 2021 FY 2022 FREE CASH FLOW $2,909 $3,143 $4,272 $4,677 RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES (CONTD.) $8,049 PURCHASES RELATED TO PROPERTY AND EQUIPMENT AND INTANGIBLE ASSETS 593 600 489 1,128 976 PRINCIPAL PAYMENTS ON PROPERTY AND EQUIPMENT | ¦ 17 83 NET CASH PROVIDED BY OPERATING ACTIVITIES $3,502 $3,743 $4,761 $5,822 $9,108#82NVIDIA