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InvestorPresentationQ2FY24
August28,2023
Exceptforthehistoricalinformationcontainedherein,certainmattersinthispresentationincluding,butnotlimitedto,statementsasto:ourfinancialposition;ourmarkets,market
opportunity,demandandgrowthdrivers;CSPsundertakingagenerationaltransitiontoupdatetheirinfrastructurefortheneweraofacceleratedcomputingandAI;enterprisesracingtoadoptgenerativeAI;ourbeliefthatglobalenddemandforgaminghasreturnedtogrowth;thegrowingnumberofGPUcloudprovidersdeployinginvolumeHGXsystemsbasedonour
HopperandAmpereGPUarchitecture;ourexpectationthatdatacentersupplywillincreaseeachquarterthroughnextyear;alargeupgradeopportunityahead;thelikelihoodthatthe
seasonalityoftheoverallgamingmarketwillshift;RTX/DLSSecosystemcontinuingtoexpand;thetimingofadesktopworkstationrefresh;theexpandingopportunityinProfessional
VisualizationforRTXtechnology;theimpactofourpartnershipwithMediaTek;ourfinancialoutlook,expectationofsequentialgrowthtobedrivenlargelybyDataCenter,withGamingandProfessionalVisualizationalsocontributing,andourexpectedtaxratesforthethirdquarteroffiscal2024;thebenefits,impact,performance,featuresandavailabilityofourproductsandtechnologies;thebenefits,impact,featuresandtimingofourcollaborationsorpartnerships;NVIDIAacceleratedcomputingbeingbroadlyrecognizedasthewaytoadvancecomputingasMoore’slawends;acceleratedcomputingbeingneededtotacklethemostimpactfulopportunitiesofourtime;NVIDIA’sexpandingacceleratedcomputingecosystem;NVIDIA’svalueto
everystakeholderintheecosystem;AIasthegreatesttechnologyforceofourtime;generativeAIunlockingnewopportunities;datacentersacrossindustriesbecomingAIfactories;the
nextwaveofAIbeingroboticsandindustrialdigitalization,andOmniversebeingessentialforrobotics;NVIDIA’saccelerationstacksandecosystemshelpingtobringAItotheworld’slargestindustries;NVIDIA’sAIexpertiseandscalehelpingtorevolutionizebusinesses;NVIDIAsoftwareandservicesenablingtheworld’senterprisestorevolutionizeindustrieswithAI;thecostandtime-to-solutionsavingsofapplicationspeed-ups;ourdividendprogramplan;ourAutomotivedesignwinpipeline,rampandproductionexpectations;ouraimtoengagemanufacturing
suppliersandgoalofeffectingsupplieradoptionofscience-basedenvironmentaltargetsbyfiscal2026;andourplanfor100%renewableelectricityforouroperationsanddatacentersbyfiscal2025andannuallythereafterareforward-lookingstatements.
Theseforward-lookingstatementsandanyotherforward-lookingstatementsthatgobeyondhistoricalfactsthataremadeinthispresentationaresubjecttorisksanduncertaintiesthatmaycauseactualresultstodiffermaterially.Importantfactorsthatcouldcauseactualresultstodiffermateriallyinclude:globaleconomicconditions;ourrelianceonthirdpartiesto
manufacture,assemble,packageandtestourproducts;theimpactoftechnologicaldevelopmentandcompetition;developmentofnewproductsandtechnologiesorenhancementstoour
existingproductandtechnologies;marketacceptanceofourproductsorourpartners'products;design,manufacturingorsoftwaredefects;changesinconsumerpreferencesanddemands;changesinindustrystandardsandinterfaces;unexpectedlossofperformanceofourproductsortechnologieswhenintegratedintosystemsandotherfactors.
NVIDIAhasbasedtheseforward-lookingstatementslargelyonitscurrentexpectationsandprojectionsaboutfutureeventsandtrendsthatitbelievesmayaffectitsfinancialcondition,
resultsofoperations,businessstrategy,short-termandlong-termbusinessoperationsandobjectives,andfinancialneeds.Theseforward-lookingstatementsaresubjecttoanumberof
risksanduncertainties,andyoushouldnotrelyupontheforward-lookingstatementsaspredictionsoffutureevents.Thefutureeventsandtrendsdiscussedinthispresentationmaynot
occurandactualresultscoulddiffermateriallyandadverselyfromthoseanticipatedorimpliedintheforward-lookingstatements.AlthoughNVIDIAbelievesthattheexpectationsreflectedintheforward-lookingstatementsarereasonable,thecompanycannotguaranteethatfutureresults,levelsofactivity,performance,achievementsoreventsandcircumstancesreflectedintheforward-lookingstatementswilloccur.Exceptasrequiredbylaw,NVIDIAdisclaimsanyobligationtoupdatetheseforward-lookingstatementstoreflectfutureeventsorcircumstances.Foracompletediscussionoffactorsthatcouldmateriallyaffectourfinancialresultsandoperations,pleaserefertothereportswefilefromtimetotimewiththeSEC,includingourmost
recentAnnualReportonForm10-K,QuarterlyReportsonForm10-Q,andCurrentReportsonForm8-K.CopiesofreportswefilewiththeSECarepostedonourwebsiteandareavailablefromNVIDIAwithoutcharge.
Manyoftheproductsandfeaturesdescribedhereinremaininvariousstagesandwillbeofferedonawhen-and-if-availablebasis.Thestatementswithinarenotintendedtobe,andshouldnotbeinterpretedasacommitment,promise,orlegalobligation,andthedevelopment,release,andtimingofanyfeaturesorfunctionalitiesdescribedforourproductsissubjecttochangeandremainsatthesolediscretionofNVIDIA.NVIDIAwillhavenoliabilityforfailuretodeliverordelayinthedeliveryofanyoftheproducts,featuresorfunctionssetforthherein.
NVIDIAusescertainnon-GAAPmeasuresinthispresentationincludingnon-GAAPgrossprofit,non-GAAPgrossmargin,non-GAAPoperatingexpenses,non-GAAPoperatingincome,non-GAAPoperatingmargin,non-GAAPnetincome,non-GAAPdilutedearningspershare,andfreecashflow.NVIDIAbelievesthepresentationofitsnon-GAAPfinancialmeasuresenhancesinvestors'overallunderstandingofthecompany'shistoricalfinancialperformance.Thepresentationofthecompany'snon-GAAPfinancialmeasuresisnotmeanttobeconsideredin
isolationorasasubstituteforthecompany'sfinancialresultspreparedinaccordancewithGAAP,andthecompany'snon-GAAPmeasuresmaybedifferentfromnon-GAAPmeasuresusedbyothercompanies.Furtherinformationrelevanttotheinterpretationofnon-GAAPfinancialmeasures,andreconciliationsofthesenon-GAAPfinancialmeasurestothemostcomparableGAAPmeasures,maybefoundintheslidetitled“ReconciliationofNon-GAAPtoGAAPFinancialMeasures”.
Content
.Q2FY24EarningsSummary
.KeyAnnouncementsThisQuarter
.NVIDIAOverview
.Financials
.ReconciliationofNon-GAAPtoGAAPFinancialMeasures
Q2FY24
EarningsSummary
Highlights
?ExceptionalgrowthdrivenbyDataCenter
?Totalrevenueup101%Y/Yto$13.51B,aboveoutlookof$11.00B+/-2%
?DataCenterup171%Y/Yto$10.32B
?Gamingup22%Y/Yto$2.49B
?RecordDataCenterrevenueontremendousdemandforNVIDIAacceleratedcomputingandAIplatforms
?CSPsareundertakingagenerationaltransitiontoupgradetheirinfrastructurefortheneweraofacceleratedcomputingandAI
?Consumerinternetcompanies’investmentsinAIpurpose-builtdatacenterinfrastructurearealreadygeneratingsignificantreturns
?EnterprisesareracingtodeploygenerativeAI,drivingstrongconsumptionofNVIDIA-poweredinstancesinthecloud,aswellasdemandforon-preminfrastructure
?StrongGaminggrowthfueledbyGeForceRTX40SeriesGPUsforlaptopsanddesktops
?End-customerdemandwassolid,andconsistentwithseasonality;believeglobalenddemandhasreturnedtogrowth
?LaptopGPUspostedstronggrowthinthekeyback-to-schoolseason,ledbyRTX4060GPUs
?LaunchedGeForceRTX4060and4060TiGPUsfordesktops,bringingAdaLovelacedowntopricepointsaslowas$299
56.1%
71.2%
15,500
13,500
11,500
9,500
7,500
5,500
3,500
1,500
Revenue($M)Non-GAAPGM
$13,507
$6,704
66.1%
$7,192
Q2FY23Q3FY23Q4FY23Q1FY24Q2FY24
90.0%
85.0%
80.0%
75.0%
70.0%
65.0%
60.0%
55.0%
50.0%
45.0%
40.0%
45.9%
66.8%
$5,931
$6,051
Q2FY24FinancialSummary
GAAP
Non-GAAP
Q2FY24
Y/Y
Q/Q
Q2FY24
Y/Y
Q/Q
Revenue
$13,507
+101%
+88%
$13,507
+101%
+88%
GrossMargin
70.1%
+26.6pts
+5.5pts
71.2%
+25.3pts
+4.4pts
Operating
Income
$6,800
+1,263%
+218%
$7,776
+487%
+155%
NetIncome
$6,188
+843%
+203%
$6,740
+422%
+148%
DilutedEPS
$2.48
+854%
+202%
$2.70
+429%
+148%
CashFlow
fromOps
$6,348
+400%
+118%
$6,348
+400%
+118%
AlldollarfiguresareinmillionsotherthanEPS.RefertoAppendixforreconciliationofNon-GAAPmeasures.
DataCenter
171%Y/Y
and
141%Q/Q
$10,323
$4,284
$3,833
$3,806
$3,616
Q2FY23Q3FY23Q4FY23Q1FY24Q2FY24
Highlights
?DataCentercomputerevenuenearlytripledyear-on-year,drivenprimarilybyacceleratingdemandfromcloudserviceprovidersandlargeconsumerinternetcompaniesforourHGXplatform
?AWS,GoogleCloud,Meta,MicrosoftAzure,andOracleCloudandagrowingnumberofGPUcloudprovidersaredeployinginvolume
HGXsystemsbasedonourHopperandAmpereGPUarchitecture
?Expectsupplytoincreaseeachquarterthroughnextyear
?DataCenternetworkingrevenuealmostdoubledyear-on-year,drivenbyourend-to-endInfiniBandnetworkingplatform
?BlueField-3DPUisinqualificationwithallmajorOEMsand
rampingacrossmultipleCSPsandconsumerinternetcompanies
Revenue($M)
Gaming
22%Y/Y
and
11%Q/Q
$2,486
$2,240
$2,042
$1,831
$1,574
Q2FY23Q3FY23Q4FY23Q1FY24Q2FY24
Revenue($M)
Highlights
?GrowthfueledbyGeForceRTX40seriesGPUsforlaptopsanddesktops
?Largeupgradeopportunityahead:just47%ofinstalledbasehaveupgradedtoRTX;~20%haveaGPUwithRTX3060orhigher
?NVIDIAGPU-poweredlaptopshavegainedinpopularity;shipmentsnowoutpacedesktopGPUsinseveralregionsaroundtheworld
?LikelytoshiftoverallGamingseasonalityabit,withQ2andQ3
stronger,reflectingtheback-to-schoolandholidaybuildschedules
?RTX/DLSSecosystemcontinuestoexpand;35newgamesaddedDLSSsupport,includingDiabloIVandBaldur’sGate3;therearenowover330RTXacceleratedgamesandapps
?BringinggenerativeAItogamingwithNVIDIAAvatarCloudEngine(ACE)forGames
$496
28%Q/Q
24%Y/Y
$379
$295
ProfessionalVisualization
Highlights
?Adaarchitecturerampdrovestronggrowth,rollingoutinitiallyinlaptopworkstations
?DesktopworkstationsrefreshcominginQ3
?PowerfulnewRTXsystemswithupto4NVIDIARTX6000GPUs,
configuredwithNVIDIAAIEnterpriseorNVIDIAOmniverseEnterprise
?ThreenewdesktopworkstationGPUsbasedontheAdageneration:NVIDIARTX5000,4500,and4000
?NewworkloadsingenAI,LLMdevelopmentanddatascienceareexpandingtheopportunityinProVizforRTXtechnology
$226
$200
Q2FY23Q3FY23Q4FY23Q1FY24Q2FY24
Revenue($M)
Automotive
15%Y/Y
15%Q/Q
$253
$220
Q2FY23Q3FY23Q4FY23Q1FY24Q2FY24
$251
$296
$294
Revenue($M)
Highlights
?Solidy/ygrowthdrivenbyrampofself-drivingplatformsbasedonNVIDIADRIVEOrinSoCwithseveralnewenergyvehiclemakers
?Sequentialdeclinereflectsloweroverallautomotivedemand,particularlyinChina
?AnnouncedthatNVIDIADRIVEOrinispoweringthenewXPENGG6CoupeSUV’sintelligentadvanceddriverassistancesystem
?PartneredwithMediaTek,whichwilldevelopautomotiveSoCsandintegrateanewproductlineofNVIDIA'sGPUchiplets
Sources&UsesofCash
400%Y/Y
and
118%Q/Q
$6,348
$2,911
$2,249
$1,270
$392
Q2FY23Q3FY23Q4FY23Q1FY24Q2FY24
Highlights
?Y/YandQ/Qgrowthwerebothdrivenbyhigherrevenue
?Returned$3.4Btoshareholdersintheformofsharesrepurchasedandcashdividends
?Invested$300Mincapex(includesprincipalpaymentsonPP&E)
?Endedthequarterwith$16.0Bingrosscashand$9.8Bindebt;$6.2Binnetcash
?Additional$25Binstockrepurchasesauthorized,addingto$4BthatremainedasofendofQ2
CashFlowfromOperations($M)
Grosscashisdefinedascash/cashequivalents&marketablesecurities.
Debtisdefinedasprincipalvalueofdebt.
Netcashisdefinedasgrosscashlessdebt.
Q3FY24Outlook
Revenue
$16.0billion,plusorminus2%
ExpectsequentialgrowthtobedrivenlargelybyDataCenter,withGamingandProVizalsocontributing
GrossMargins
71.5%GAAPand72.5%non-GAAP,plusorminus50basispoints
OperatingExpense
Approximately$2.95billionGAAPand$2.00billionnon-GAAP
OtherIncome&Expense
Incomeofapproximately$100millionforGAAPandnon-GAAPExcludinggainsandlossesonnon-affiliatedinvestments
TaxRate
14.5%GAAPandnon-GAAP,plusorminus1%,excludingdiscreteitems
RefertoAppendixforreconciliationofNon-GAAPmeasures.
KeyAnnouncements
ThisQuarter
NVIDIAGraceHopper
SuperchipsNowAvailable
.GH200GraceHopperSuperchipcombinesourfirst
Arm-basedGraceCPUwithanH100GPU
.UsingNVIDIANVLink-C2Cinterconnectat900GB/s
(7XfasterthanPCIeGen5),itdeliversaCPU+GPU
coherentaccesstoover600GBofmemory
.IdealforgiantAIandHPCapplicationslikeGenAI,
deeprecommenders,andvectordatabases
.GH200deliversorder-of-magnitudespeed-ups
comparedtox86CPUs
.9Xforvectordatabases
.12Xfordeeprecommenderinference
.284XforLLM(65Bparameter)inference
.Availablenowfromleadingservermanufacturers
.NVIDIAandSoftBankarecollaboratingonaplatform
basedonGH200forGenAIand5G/6G
DGXGH200AISupercomputerExtendstheFrontierofLLMs
.DGXGH200isanewclassoflarge-memoryAI
supercomputerpoweredby256NVIDIAGH200Grace
HopperSuperchipsandtheNVIDIANVLinkSwitchSystem,withmassive,sharedmemoryspace
.1exaflopofperformanceand144TBofsharedmemory
forgiantnext-genGenAIlanguagemodels,recommendersystemsanddataanalyticsworkloads
.TheNVIDIANVLinkSwitchSystemenablesall256GPUsinaDGXGH200toworktogetherasone
.GoogleCloud,MetaandMicrosoftareamongthefirst
togainaccesstotheDGXGH200
.DGXGH200supercomputersareexpectedtobeavailablebytheendofcalendar2023
NVIDIAGraceHopper
Next-GenPlatformwithHBM3e
.Announcedthenext-genNVIDIAGH200GraceHopper
platformwithHBM3ememory
.BasedontwoGraceHopperSuperchipsconnected
byNVIDIANVLinkinterconnecttechnology
.Thenewplatformcomprisesasingleserverwith144Arm
Neoversecores,eightpetaflopsofAIperformanceand
282gigabytesofHBM3ememory
.Deliversupto3.5Xmorememorycapacityand3Xmore
bandwidththanitspredecessor
.BuiltforthemostcomplexGenAIworkloads,LLMs,
recommendersystemsandvectordatabases
.Serversfromleadingmanufacturersusingthenext
generationGraceHopperplatformwithHBM3eare
expectedtobeavailableinQ2ofcalendar2024
NewNVIDIAL40SGPUforGenAIandIndustrialDigitalization
.NVIDIAL40Sisauniversaldatacenterprocessordesignedtoacceleratethemostcompute-intensiveapplications,
including
.AItrainingandinference
.3Ddesignandvisualization
.videoprocessing
.industrialdigitalization
.Availablefromleadingservermakersinabroadrangeof
platforms,includingNVIDIAOVXandNVIDIAAI-ready
serverswithNVIDIABlueFieldDPUs,beginningthisquarter
MGXServerReferenceDesignforAcceleratedComputing
.NVIDIAMGXserverreferencedesignisascalable
andopenacceleratedcomputingserverarchitecture
.Helpssystemmanufacturersquicklyandcost-effectively
buildmorethan100servervariationstoaddressdiverse
AI,HPCandOmniverseapplications
.Slashesdevelopmentcostsbyuptothree-quartersand
reducesdevelopmenttimebytwo-thirdstojustsix
months
.ExtendsNVIDIAacceleratedcomputingintovirtually
everyserversegmentofthe$1Tinstalledbaseofdata
centerinfrastructure
.WillbeadoptedbyASRockRack,ASUS,GIGABYTE,
Pegatron,QCTandSupermicro
Spectrum-XEnd-to-EndEthernetPlatform
?NVIDIASpectrum-Xisanend-to-endnetworkingplatformdesignedtooptimizetheperformanceandefficiency
ofEthernet-basedAIclouds
?CombinesNVIDIASpectrum-4switch,withNVIDIA
BlueField-3DPU,NVIDIALinkX,andNVIDIAsoftware
?Theworld’sfirstEthernetswitchplatformforAI
?NVIDIADOCAforBlueFieldDPUprogrammability
?Spectrum-Xachieves1.7XbetterAIperformanceandpowerefficiencyvs.traditionalEthernet
?Shippingthisquarter
NVIDIAAIAnnouncementsto
HelpAcceleratetheAdoption
ofCustomGenAIbyEnterprises
.NVIDIAAIWorkbench–aunified,easy-to-useworkspacethatallowsdeveloperstoquicklycreate,testand
customizepretrainedGenAImodelsonaPCor
workstation-thenscalethemtovirtuallyanydatacenter,publiccloudorNVIDIADGXCloud
.NVIDIAAIEnterprise4.0–thelatestversionofour
enterprisesoftwareplatformnowincludessupportfor
NVIDIANeMo,ourcloud-nativeframeworkforcreating
andcustomizingLLMapplications,providingafoundationforproduction-readyGenAIforcustomers
.NVIDIADGXCloudIntegrationinHuggingFace–
partnershiptogivedevelopersone-clickaccesstoNVIDIADGXCloudAIsupercomputingwithintheHuggingFace
platformtotrainandtuneadvancedAImodels
VMwareandNVIDIAUnlockGenerativeAIforEnterprises
.AnnouncedamajornewenterpriseofferingcalledVMware
PrivateAIFoundationwithNVIDIA
.VMwarePrivateAIFoundationisafullyintegratedplatform
featuringNVIDIAAIsoftwareandacceleratedcomputing
withmulti-cloudsoftwareforenterprisesrunningVMware
.Givesenterprisesaccesstoinfrastructure,AIandcloud
managementsoftwareneededtocustomizemodelsand
runGenAIappssuchasintelligentchatbots,assistants,
searchandsummarization
.NVIDIAAIEnterprise-readyserversarefullyoptimizedfor
VMwareCloudFoundationandPrivateAIFoundation
.Nearly100configurationswillsoonbeavailablefromDell,
HPE,andLenovo
SnowflakeandNVIDIATeamto
HelpBusinessesHarnessTheir
DataforGenAIintheDataCloud
.PartnershipwithSnowflaketoprovidebusinesseswithan
acceleratedpathtocreatecustomizedGenAIapplications
usingtheirownproprietarydata,allsecurelywithinthe
SnowflakeDataCloud
.WiththeNVIDIANeMoplatformfordevelopingLLMsand
NVIDIAGPU-acceleratedcomputing,Snowflakewillenable
enterprisestomakecustomLLMsforadvancedGenAI
services,includingchatbots,searchandsummarization
WPPPartnersWithNVIDIAtoBuildGenAI-EnabledContentEngineforDigitalAdvertising
?NVIDIAandWPParedevelopingacontentenginethat
harnessesNVIDIAOmniverseandAItoenablecreative
teamstoproducehigh-qualitycommercialcontentfaster,moreefficientlyandatscale
?Theengineconnectsanecosystemof3Ddesign,manufacturingandcreativesupplychaintools
?ThisincludesAdobeFirefly,afamilyofcreativeGenAI
models,andexclusivevisualcontentfromGettyImagescreatedusingNVIDIAPicasso,afoundryforcustom
GenAImodelsforvisualdesign
?SoonavailableexclusivelytoWPP’sclientsaroundtheworld
NewNVIDIARTXAdaGPUstoPowerWorkstationsforGenAIandLLM,
ContentCreation,DataScience
.Globalsystemsbuilders,includingBOXX,Dell
Technologies,HPandLenovo,announcedpowerful
newworkstationsbasedonNVIDIARTX6000
.UptofourGPUsinasingledesktopworkstation
.Upto5,828TFLOPSofAIperformanceand192GB
ofGPUmemory
.CanbeconfiguredwithNVIDIAAIEnterprise
orOmniverseEnterprise
.ThreenewdesktopworkstationAdaGPUs—NVIDIARTX5000,4500and4000
.Upto2XtheRTcorethroughputandupto2XfasterAI
trainingperformanceversuspriorgen
.NVIDIARTX5000GPUavailablenow;NVIDIARTX6000,4500and4000GPUsavailableinthefall
NVIDIA,Pixar,Adobe,AppleandAutodeskCo-Foundedthe
AllianceforOpenUSD(AOUSD)
?AOUSDwasformedtopromotethestandardization,development,evolution,andgrowthofPixar’s
UniversalSceneDescriptiontechnology
?Standardizethe3DecosystembyadvancingthecapabilitiesofOpenUniversalSceneDescription(OpenUSD)
?Enabledevelopersandcontentcreatorstodescribe,compose,andsimulatelarge-scale3Dprojectsandbuild3D-enabledproductsandserviceswithgreaterinteroperabilityof3Dtoolsanddata
?NVIDIAOmniverseisbuiltonOpenUSD
NewNVIDIAGenerativeAIOmniverseCloudAPIs
?EnabledeveloperstomoreseamlesslyimplementanddeployOpenUSDpipelinesandapplications
?ChatUSD–LLMcopilotforUSDdevelopersthatcananswerUSDknowledgequestionsorgeneratePython-USDcode
scripts
?RunUSD–translatesOpenUSDfilesintofullypath-tracedrenderedimagesandgeneratesrenderswithOmniverseCloud
?DeepSearch–LLMagentenablingfastsemanticsearchthroughmassivedatabasesofuntaggedassets
?USD-GDNPublisher–one-clickserviceforpublishing
andstreaminghigh-fidelity,OpenUSD-basedexperiencesthroughNVIDIA’sGraphicsDeliveryNetwork
MediaTekPartnersWithNVIDIAtoTransformAutomobilesWithAIandAcceleratedComputing
?MediaTekwilldevelopmainstreamautomotiveSoCsfor
globalOEMsthatintegratenewNVIDIAGPUchipletIPforAlandgraphics
?ThecombinationofMediaTek’sSoCwithNVIDIA’sGPUandAIsoftwarewillenablenewexperiences,enhancedsafetyandnewconnectedservices
?Thechipletsareconnectedbyanultra-fastandcoherentchipletinterconnecttechnology
?MediaTekwillruntheNVIDIADRIVEOS,DRIVEIX,CUDAandTensorRTsoftwareonthesenewSoCs
?Thepartnershipcoversawiderangeofvehiclesegments,fromluxurytoentry-level
NVIDIAOverview
NVIDIApioneeredacceleratedcomputingtohelpsolveimpactful
challengesclassicalcomputerscannot.Aquarterofacenturyinthemaking,NVIDIAacceleratedcomputingisbroadlyrecognizedasthewaytoadvancecomputingasMoore’slawendsandAIliftsoff.
NVIDIA’splatformisinstalledinseveralhundredmillioncomputers,
isavailableineverycloudandfromeveryservermaker,powers74%
oftheTOP500supercomputers,andboastsover4milliondevelopers.
Headquarters:SantaClara,CA
Amdahl’slaw:
Theoverallsystemspeed-up(S)gainedbyoptimizinga
singlepartofasystembyafactor(s)islimitedbythe
proportionofexecutiontimeofthatpart(p).
1
1?p+
S=
Forexample:
?If90%oftheruntimecanbeacceleratedby100X,theapplicationisspedup9X
?If99%oftheruntimecanbeacceleratedby100X,theapplicationisspedup50X
?If80%oftheruntimecanbeacceleratedby500X,oreven1000X,theapplicationisspedup5X
WhatIsAcceleratedComputing?
Afull-stackapproach:silicon,systems,software
Notjustasuperfastchip-acceleratedcomputingisafull-stackcombinationof:
?Chip(s)withspecializedprocessors
?Algorithmsinaccelerationlibraries
?Domainexpertstorefactorapplications
Tospeed-upcompute-intensivepartsofanapplication.
TrillionsofOperationsperSecond(TOPS)
GPU-Computingperf2Xperyear
.
.
.
.
1000X
In10years
109
108
107
106
105
●1.1Xperyear
1.5Xperfperyear
104
103
102
Single-threadedCPUperf
198019902000201020202030
WhyAcceleratedComputing?
Advancingcomputinginthepost-Moore’sLawera
Acceleratedcomputingisneededtotacklethemostimpactfulopportunitiesofourtime—likeAI,climatesimulation,drugdiscovery,raytracing,androbotics.
NVIDIAisuniquelydedicatedtoacceleratedcomputing
—workingtop-to-bottom—refactoringapplicationsandcreatingnewalgorithms,andbottom-to-top—inventingnewspecializedprocessors,likeRTCoreandTensorCore.
“It’stheendofMoore’sLawasweknowit.”
-JohnHennessyOct23,2018
“Moore’sLawisdead.”
-JensenHuang,GTC2013
ACCELERATIONLIBRARIES
CLOUD-TO-EDGE
DATACENTER-TO-ROBOTICSYSTEMS
3-CHIPS
NVIDIA’sAcceleratedComputingPlatform
Full-stackinnovationacrosssilicon,systemsandsoftware
AIAPPLICATIONFRAMEWORK
NVIDIAHPC
PLATFORMS
NVIDIAAI
NVIDIAOmniverse
cuNumeric
CV-CUDA
cuQuantum
Parabricks
Sionna
Jetpack
RAPIDS
Spark
cuDNN
cuGraph
TensorRT
Triton
Deepstream
Flare
DOCA
MagIO
Aerial
RTX
HGX
EGX
DGX
OVX
Super
POD
AGX
IGX
GPU
CPU
DPU
Withnearlythreedecadesofasingular
focus,NVIDIAisexpertataccelerating
softwareandscalingcomputebya
Million-X,goingwellbeyondMoore’slaw.
Acceleratedcomputingisafull-stack
challenge,demandingdeepunderstandingoftheproblemdomain,optimizingacross
everylayerofcomputing,andallthreechips—GPU,CPU,andDPU.
Scalingacrossmulti-GPUsandmulti-nodesisadatacenter-scalechallengeandrequirestreatingthenetworkandstorageaspartofthecomputingfabric.
OurplatformextendsfromPCsto
supercomputingcenters,enterprisedatacenters,cloudandedgeenvironments.
Developers
4M
1.8M
2020
2023
AIStartups
14K
6K
2020
2023
NVIDIA’sExpandingAcceleratedComputingEcosystem
300Libraries
400AIModels
100UpdatedintheLastYear
CUDADownloads*
40M
20M
2020
*Cumulative
2023
GPU-AcceleratedApplications
3,000
700
2023
2020
NVIDIAisvaluedbyeverystakeholderintheecosystem:
?Fordevelopers–NVIDIA’soneArchitectureandlargeinstalledbasegivedeveloper’ssoftwarethebest
performanceandgreatestreach
?ForcomputermakersandCSPs–NVIDIA’srichsuiteofAccelerationPlatformsletspartnersbuildone
offeringtoaddresslargemarketsincludingmedia
&entertainment,healthcare,transportation,energy,financialservices,manufacturing,retail,andmore
?Forcustomers–NVIDIAisofferedbyvirtuallyeverycomput
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