Alliance for OpenUSD

Highlights • Exceptional growth driven by Data Center Total revenue up 101% Y/Y to $13.51B, above outlook of $11.00B +/- 2% Data Center up 171% Y/Y to $10.32B Gaming up 22% Y/Y to $2.49B Record Data Center revenue on tremendous demand for NVIDIA accelerated computing and Al platforms CSPs are undertaking a generational transition to upgrade their infrastructure for the new era of accelerated computing and Al • Consumer internet companies' investments in Al purpose-built data center infrastructure are already generating significant returns Enterprises are racing to deploy generative Al, driving strong consumption of NVIDIA-powered instances in the cloud, as well as demand for on-prem infrastructure Strong Gaming growth fueled by GeForce RTX 40 Series GPUs for laptops and desktops End-customer demand was solid, and consistent with seasonality; believe global end demand has returned to growth Laptop GPUs posted strong growth in the key back-to-school season, led by RTX 4060 GPUs Launched GeForce RTX 4060 and 4060 Ti GPUs for desktops, bringing Ada Lovelace down to price points as low as $299 NVIDIA

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