Nvidia Corporation · NASDAQ:NVDA
Nvidia — BofA Securities 2023 Global Technology Conference
7 slides from Nvidia's conference presentation, Jun 6, 2023
Slide 1: Bank of America Global Technology Conference
Bank of America Global Technology Conference Jeff Fisher, SVP Gaming | June 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: PC gaming getting stronger; PC gamers growing from a new base; GeForce extending growth; our markets and market opportunities; ray tracing and AI transforming
Slide 3: PC Gaming is Strong, Getting Stronger
PC Gaming is Strong, Getting Stronger 1100M 35M 140% 120% 1.4X 1000M 100M 28M 100% 900M 21M 80% 60% 800M 14M 40% 700M 7M 20% 600M 0M 0% 2019 2022 2025 2019 2020 2021 2022 2023 FY20 FY23 FY20 FY23 Consumer PCs GeForce Gaming PC Gamers — Growing from a New Base 2X Concurrent Steam Gamers 1.4X GeForce
Slide 4: GeForce Extends Growth, Large Upgrade Opportunity
GeForce Extends Growth, Large Upgrade Opportunity GeForce Gaming Revenue Installed Base $699+ Cumulative Sell-Through $8.4B Ada 20% CAGR 44% RTX RTX $4.8B Ampere 3YR CAGR ASP 10% Units 9% 3060+ Turing 18% RTX3060+ Performance 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 FY20 FY23 Weeks After
Slide 5: GeForce RTX — Ray Tracing & AI Transform Gaming
GeForce RTX — Ray Tracing & AI Transform Gaming Cyberpunk 2077 635 Ray Tracing Operations / Pixel Full Tensor Cores 20X Raytracing DLSS 16X 12X Battlefield V 39 Ray Tracing RAY TRACING Operations / Pixel OPERATIONS / PIXEL 8X # OF TRANSISTORS 4X 0X 2018 2020 2023
Slide 6: Accelerated AI — Game Changer for All Apps
Accelerated AI — Game Changer for All Apps Microsoft Build — May 23, 2023 RTX AI Performance 100X Character Animation Player Input RIVA NEMO Omniverse Generative AI 20X 1X Eye Gaze Character Response AI-PU 4050 LT 4090 DT Accelerated AI for All Apps Huge Installed Base for Range of Apps AI Brings Ne
Slide 7: NVIDIA
SINVIDIA.
NVIDIA — BofA Securities 2023 Global Technology Conference on 6ix