Slide 1: Citi Global Technology Conference
Citi Global Technology Conference Colette Kress, Executive VP and CFO | September 7, 2023
Slide 2: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS Except for the historical information contained herein, certain matters in this presentation including, but not limited to, statements as to: demand for AI and accelerated computing, our financial position, our markets and market opportunity, our growth and growth drivers,
Slide 3: NVIDIA Revenue
NVIDIA Revenue Tremendous demand for AI and accelerated computing $13,507M $13,507M Data Center US Gaming Other Other $7,192M $7,192M $5,931M $6,051M $5,931M $6,051M 76% 45% 65% 60% 60% 36% 37% 33% Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24
Slide 4: Addressing the Entire Data Center
Addressing the Entire Data Center $1T+ data center infrastructure installed base Other Data Center Infrastructure Network Infrastructure Servers NVIDIA Data Center Revenue Server CPU FY20 FY21 FY22 FY23 Q2 FY24 Annualized Source: Mercury Research, Dell’Oro Assumes NVIDIA Fiscal Year aligns to Calend
Slide 5: Full-Stack & Data Center Scale Acceleration
Full-Stack & Data Center Scale Acceleration Significant cost savings and workload scaling Classical Computing — 960 CPU-only servers Accelerated Computing — 2 GPU servers Application Application Re-Engineered for Acceleration CPU server racks CUDA-X Acceleration Libraries Magnum IO 25X lower cost 84
Slide 6: NVIDIA Data Center Networking Growth
NVIDIA Data Center Networking Growth Turbocharged by AI Ethernet & Other InfiniBand 4X 7X Q1 FY21* Q2 FY24 * Most recent quarter prior to Mellanox close, which occurred on April 27, 2020
Slide 7: Ramping Supply to Meet Tremendous Demand
Ramping Supply to Meet Tremendous Demand Supply expected to increase each quarter through next year Prepaid Supply and Capacity Agreements $19.3B Purchase Obligations Inventories $15.3B $14.6B $13.5B Q3 FY23 Q4 FY23 Q1 FY24 Q2 FY24 Total Supply defined as: Inventories + Purchase Obligations + Prepai
Slide 8: $1 Trillion Long-Term Annual Market Opportunity
$1 Trillion Long-Term Annual Market Opportunity NVIDIA AI Enterprise Omniverse Enterprise Software Software $150B $150B Gaming Automotive $100B $300B Chips & Systems $300B
Slide 9: nVIDIA st”
nVIDIA st”