NVIDIA Investor Presentation Deck
Highlights
Record quarter driven by strong Data Center growth
• Total revenue up 206% Y/Y to $18.12B, well above outlook of $16.00B +/- 2%
• Data Center up 279% Y/Y to $14.51B
Gaming up 81% Y/Y to $2.86B
Record Data Center revenue driven by continued ramp of NVIDIA HGX platform and InfiniBand networking
Consumer internet and enterprise companies drove exceptional sequential growth, outpacing total growth
Strong demand from all hyperscale cloud service providers (CSPs), and a broadening set of GPU-specialized CSPs
Inference is contributing significantly to NVIDIA Data Center demand as Al is now in full production
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Gaming growth reflects strong demand for GeForce RTX 40 series GPUs for back-to-school and the holidays
• GeForce RTX available at price points as low as $299 - entering the holidays with best-ever line-up for gamers and creators
Gaming has doubled relative to pre-COVID levels even against the backdrop of lackluster PC market performance
• Gen Al emerging as new "killer app" for high-performance PCs - NVIDIA RTX is the natural platform for Al-application developers
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