489 annotations
as things come into inventory, immediately work to ship them to our customers
(No comment added)
Transcript
2024 Q4
24 Feb 24
Our prepaids are predesigned to make sure that we have the reserve capacity that we need
(No comment added)
Transcript
2024 Q4
24 Feb 24
our supply chain is just doing an incredible job for us
(No comment added)
Transcript
2024 Q4
24 Feb 24
our supply is improving
(No comment added)
Transcript
2024 Q4
24 Feb 24
our supply is increasing very nicely
(No comment added)
Transcript
2024 Q4
24 Feb 24
with all new products, demand is greater than supply
(No comment added)
Transcript
2024 Q4
24 Feb 24
InfiniBand will be our AI-dedicated infrastructure, Spectrum-X will be our AI-optimized networking, and that is ramping
(No comment added)
Transcript
2024 Q4
24 Feb 24
we're seeing sovereign AI infrastructure is being built in Japan, in Canada, in France, so many other regions
(No comment added)
Transcript
2024 Q4
24 Feb 24
They specialize in NVIDIA AI infrastructure, GPU-specialized CSPs.
(No comment added)
Transcript
2024 Q4
24 Feb 24
there's a whole new category called GPU-specialized CSPs
(No comment added)
Transcript
2024 Q4
24 Feb 24
You can't do generative AI on traditional general-purpose computing.
You have to accelerate it.
(No comment added)
Transcript
2024 Q4
24 Feb 24
with accelerated computing, you can dramatically improve your energy efficiency
(No comment added)
Transcript
2024 Q4
24 Feb 24
moving to Gaming
(No comment added)
Transcript
2024 Q4
24 Feb 24
Our purchase commitments and obligations for inventory and manufacturing capacity at the end of fiscal year 2024 were impacted by shortening lead times for certain components
(No comment added)
10-K
2024 FY
24 Feb 24
Entering fiscal year 2025, we are gathering customer demand indications across several product transitions. We have demand visibility for our new data center products ramping later in fiscal year 2025
(No comment added)
10-K
2024 FY
24 Feb 24
now every industry is on board
(No comment added)
Transcript
2024 Q4
23 Feb 24
We started the AI journey with the hyperscale cloud providers and consumer Internet companies.
(No comment added)
Transcript
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
(No comment added)
Transcript
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.
(No comment added)
Transcript
2024 Q4
23 Feb 24
NVIDIA AI supercomputers are essentially AI generation factories of this industrial revolution
(No comment added)
Transcript
2024 Q4
23 Feb 24