395 annotations
as things come into inventory, immediately work to ship them to our customers
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2024 Q4
24 Feb 24
Our prepaids are predesigned to make sure that we have the reserve capacity that we need
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2024 Q4
24 Feb 24
our supply chain is just doing an incredible job for us
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2024 Q4
24 Feb 24
our supply is improving
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2024 Q4
24 Feb 24
our supply is increasing very nicely
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2024 Q4
24 Feb 24
with all new products, demand is greater than supply
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2024 Q4
24 Feb 24
InfiniBand will be our AI-dedicated infrastructure, Spectrum-X will be our AI-optimized networking, and that is ramping
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2024 Q4
24 Feb 24
we're seeing sovereign AI infrastructure is being built in Japan, in Canada, in France, so many other regions
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2024 Q4
24 Feb 24
They specialize in NVIDIA AI infrastructure, GPU-specialized CSPs.
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2024 Q4
24 Feb 24
there's a whole new category called GPU-specialized CSPs
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2024 Q4
24 Feb 24
You can't do generative AI on traditional general-purpose computing.
You have to accelerate it.
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2024 Q4
24 Feb 24
with accelerated computing, you can dramatically improve your energy efficiency
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2024 Q4
24 Feb 24
moving to Gaming
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2024 Q4
24 Feb 24
now every industry is on board
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2024 Q4
23 Feb 24
We started the AI journey with the hyperscale cloud providers and consumer Internet companies.
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2024 Q4
23 Feb 24
doubling of the world data center infrastructure installed base in the next 5 years and will represent an annual market opportunity in the hundreds of billions
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2024 Q4
23 Feb 24
Generative AI has kicked off a whole new investment cycle to build the next trillion dollars of infrastructure of AI generation factories.
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2024 Q4
23 Feb 24
NVIDIA AI supercomputers are essentially AI generation factories of this industrial revolution
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2024 Q4
23 Feb 24
We are now at the beginning of a new industry where AI-dedicated data centers process massive raw data to refine it into digital intelligence.
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2024 Q4
23 Feb 24
every enterprise in the world, every software enterprise company that are deploying software in all the clouds and private clouds and on-prem will run on NVIDIA AI Enterprise
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2024 Q4
23 Feb 24