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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
we charge $4,500 per GPU per year
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2024 Q4
23 Feb 24
we containerize them into our stack called NVIDIA AI Enterprise
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2024 Q4
23 Feb 24
we are going to do the management, the optimization, the patching, the tuning, the installed base optimization for all of their software stacks
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2024 Q4
23 Feb 24
If you don't have software, you can't open new markets.
If you don't have software, you can't open and enable new applications.
Software is fundamentally necessary for accelerated computing.
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2024 Q4
23 Feb 24
our customers' installed base is enriched over time with our new software
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2024 Q4
23 Feb 24
we simultaneously have this ability to bring software to the installed base and keep making it better and better and better
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2024 Q4
23 Feb 24
we have visibility into a mid-70s gross margin for the rest of the fiscal year
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2024 Q4
23 Feb 24
Those 2 quarters are unique in their gross margin as they include some benefit from favorable component cost in the supply chain kind of across both our compute and networking, and also in several different stages of our manufacturing process.
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2024 Q4
23 Feb 24
if I sort of add up your inventory plus the purchase commits and your prepaid supply, sort of the aggregate of your supply, it was actually down a touch
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2024 Q4
23 Feb 24
with Spectrum-X, we've augmented, layered on top of Ethernet, fundamental new capabilities like adaptive routing, congestion control, noise isolation or traffic isolation so that we could optimize Ethernet for AI
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2024 Q4
23 Feb 24
We're ramping Spectrum-X.
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2024 Q4
23 Feb 24
We expect the demand will continue to be stronger than our supply provides
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2024 Q4
23 Feb 24
Our InfiniBand business grew 5x year-over-year.
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2024 Q4
23 Feb 24
It weighs 70 pounds.
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2024 Q4
23 Feb 24
the NVIDIA Hopper GPU has 35,000 parts
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2024 Q4
23 Feb 24
recommender systems now directly into the path of GPU acceleration
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2024 Q4
23 Feb 24
these AI generation factories are going to be in every industry, every company, every region
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2024 Q4
23 Feb 24
The inference part of our business has grown tremendously, we estimate about 40%.
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2024 Q4
23 Feb 24