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Spectrum-X
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2024 Q2
24 Aug 23
we’re ramping up our new L40S universal GPU for scale
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2024 Q2
24 Aug 23
Developers need a large installed base to reach end users and grow their business. NVIDIA is the developer’s preferred platform.
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2024 Q2
24 Aug 23
NVIDIA has hundreds of millions of CUDA-compatible GPUs worldwide.
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2024 Q2
24 Aug 23
the reason for that is because software developers seek a large installed base so that they can reach the largest number of end users
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2024 Q2
24 Aug 23
why is it that all the software developers come to our platform?
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2024 Q2
24 Aug 23
this run time called NVIDIA AI enterprise has something like 4,500 software packages, software libraries and has something like 10,000 dependencies among each other
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2024 Q2
24 Aug 23
rise. This is one part of our software stack. And this is, if you will, the run time that just about every company uses for the end-to-end of machine learning from data processing, the training of any model that you like to do on any framework you'd like to do, the inference and the deployment, the scaling it out into a data center.
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2024 Q2
24 Aug 23
we have a run time called AI Enterprise
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2024 Q2
24 Aug 23
VMware is the operating system of the world's enterprise. And we've been working together for several years now, and we're going to bring together -- together, we're going to bring generative AI to the world's enterprises all the way out to the edge.
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2024 Q2
24 Aug 23
Demand for our Data Center platform where AI is tremendous and broad-based across industries on customers.
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2024 Q2
24 Aug 23
Given the strength of demand for our products worldwide, we do not anticipate that additional export restrictions on our Data Center GPUs, if adopted, would have an immediate material impact to our financial results.
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2024 Q2
24 Aug 23
we do expect to continue increasing ramping our supply over the next quarters as well as into next fiscal year
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2024 Q2
24 Aug 23
Our demand visibility extends into next year.
Our supply over the next several quarters will continue to ramp as we lower cycle times and work with our supply partners to add capacity.
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2024 Q2
24 Aug 23
L40S is not limited by [indiscernible] supply and is shipping to the world's leading server system makers (ph).
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2024 Q2
24 Aug 23
We expect supply to increase each quarter through next year.
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2024 Q2
24 Aug 23
Our data center supply chain, including HGX with 35,000 parts and highly complex networking has been built up over the past decade.
We have also developed and qualified additional capacity and suppliers for key steps in the manufacturing process such as [indiscernible] packaging.
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2024 Q2
24 Aug 23
Our supply partners have been exceptional in ramping capacity to support our needs.
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2024 Q2
24 Aug 23
Supply will substantially increase for the rest of this year and next year.
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2024 Q2
24 Aug 23
We are significantly expanding our production capacity.
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2024 Q2
24 Aug 23