Slide 1: GTC 2023 Financial Analyst Q&A
GTC 2023 Financial Analyst Q&A March 21, 2023
Slide 2: Forward-looking statements
Except for the historical information contained herein, certain matters in this presentation including, but not limited to, statements as to: the benefits, impact, performance, features and availability of our products, technologies, and services, including Grace, Grace Hopper, BlueField-3, NVIDIA L
Slide 3: Accelerated Computing and AI Have Arrived
ACCELERATED COMPUTING AND AI HAVE ARRIVED GENERATIVE AI DRIVES ACCELERATING DEMAND FOR NVIDIA PLATFORMS NEW CHIPS RAMPING IN 2H 2023 Grace | Grace Hopper | BlueField-3 NEW INFERENCE PLATFORMS FOR GENERATIVE AI INFLECTION NVIDIA L40 for Image Generation | NVIDIA L4 for AI Video — Google Cloud First t
Slide 4: NVIDIA's Expanding Accelerated Computing Ecosystem
NVIDIA’S EXPANDING ACCELERATED COMPUTING ECOSYSTEM Developers CUDA Downloads* 4M 40M 1.8M 20M 2020 2023 2020 2023 *Cumulative GPU-Accelerated AI Startups Applications 300 Libraries 400 AI Models 14K 3,000 700 6K 100 Updated in the Last Year 2020 2023 2020 2023
Slide 5: NVIDIA Cloud Services: Engaging with Customers at Every Layer
NVIDIA CLOUD SERVICES Engaging with Customers at Every Layer CUSTOM AI MODEL MAKING SERVICE NEMO PICASSO BIONEMO PLATFORM-AS-A-SERVICE NVIDIA NVIDIA AI Omniverse AI INFRASTRUCTURE-AS-A-SERVICE ON PREM DGX DGX Cloud MULTI HYBRID CLOUD CLOUD
Slide 6: NVIDIA's Cloud Business Model
NVIDIA’S CLOUD BUSINESS MODEL ENTERPRISE CUSTOMERS Consumption/Value AI-as-a-Service Based Revenue NVIDIA CLOUD SERVICES NVIDIA AI AI FOUNDATIONS NVIDIA Omniverse NeMo | Picasso | BioNeMo DGX CLOUD Hosting Service Consumption Based Cost PARTNER CLOUD SERVICE PROVIDERS
Slide 7: NVIDIA Go-to-Market Across Cloud and On-Premises
NVIDIA GO-TO-MARKET ACROSS CLOUD AND ON-PREMISES Reaching Customers Everywhere CLOUD ON-PREM DGX Cloud NeMo | Picasso | BioNeMo DGX PARTNERS HGX INFERENCE EGX AGX IGX
Slide 8: Training & Inference - One Architecture
TRAINING & INFERENCE - ONE ARCHITECTURE Cloud | On-Prem | Edge TRAINING INFERENCE AI FACTORIES IN THE DATA CENTER AT THE EDGE NVIDIA L40 Image Generation IGX Industrial-Grade System for Healthcare, Logistics, NVIDIA L4 Manufacturing AI Video NVIDIA H100 NVL Large Language Models AGX Functionally-Saf
Slide 9: NVIDIA Clara AI Computing Platform
NVIDIA CLARA AI COMPUTING PLATFORM Driving Innovation Across the Healthcare Industry GENOMICS NATURAL LANGUAGE DRUG DISCOVERY IMAGING AI MEDICAL DEVICES PARABRICKS NEMO BIONEMO MONAI HOLOSCAN Target Lead Optimize Pre-Clinical Clinical Commercial NVIDIA AI
Slide 10: NVIDIA Omniverse Enables Digitalization Across Automotive Lifecycle
NVIDIA OMNIVERSE ENABLES DIGITALIZATION ACROSS AUTOMOTIVE LIFECYCLE Connecting Teams, Applications, and Processes CONCEPT & DESIGN & SOFTWARE & SMART RETAIL AUTONOMOUS STYLING ENGINEERING ELECTRONICS FACTORY EXPERIENCE DRIVING NVIDIA Omniverse
Slide 11: Growing NVIDIA DRIVE Pipeline
GROWING NVIDIA DRIVE PIPELINE $14B Design Win Pipeline — 6 Year Horizon NETA 2023
Slide 12: Major Clouds and Enterprises Run NVIDIA AI
MAJOR CLOUDS AND ENTERPRISES RUN NVIDIA AI NVIDIA Picasso Cloud Service for NVIDIA RAPIDS Accelerator for NVIDIA DRIVE Orin Centralized NVIDIA Inference Platform for Generative AI-Powered Image, Video, Apache Spark Compute Platform for AI and Generative AI Based on New NVIDIA L4 and 3D Applications
Slide 13: NVIDIA AI NVIDIA
CUDA rabricks culitho jensorRT Triton TMS cpt Hooscan cuQuant) Spark RAPIDS. RAFT
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