NVIDIA RTX Ada GPUs and Financial Overview
Highlights
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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
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