Nvidia Corporation · NASDAQ:NVDA
Nvidia — Non-Deal Roadshow (October 2025)
15 slides from Nvidia's roadshow presentation, October 2025
Slide 1: NVIDIA Non-Deal Roadshow
NVIDIA Non-Deal Roadshow October 2025
Slide 2: Forward-looking statements
Certain statements in this presentation including, but not limited to, statements as to: expectations with respect to growth, performance and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to supply and demand for NVIDIA’s products
Slide 3: NVIDIA's Evolution From Chips to an AI Infrastructure Company
NVIDIA’s Evolution From Chips to an AI Infrastructure Company
Slide 4: $3-4 Trillion AI Infrastructure Spend by 2030
$3-4 Trillion AI Infrastructure Spend by 2030 4,000 Key TAM Growth Drivers 3,000 • End of Moore’s Law drives fundamental shift from general-purpose to accelerated computing ~40% 5-Year CAGR • For example, Data Processing: NVIDIA cuDF, cuML, cuVS accelerates (2025-2030) structured and unstructured da
Slide 5: NVIDIA CUDA-X Platforms Enable Shift From CPU to GPU Accelerated Computing
$3-4 Trillion AI Infrastructure Spend by 2030 NVIDIA CUDA-X Platforms Enable Shift From CPU to GPU Accelerated Computing Parabricks Aerial cuPyNumeric cuEquivariance cuQuantum Earth-2 MONAI Megatron Sionna cuDF cuTensor CUDA-Q Genomics Numerical Warp Dynamo Weather Medical cuOpt cuML Analytics Imagi
Slide 6: AI Scaling Laws Driving Exponential Computing Demand
$3-4 Trillion AI Infrastructure Spend by 2030 3 AI Scaling Laws Driving Exponential Computing Demand NVIDIA Excels at Pre-Training, Post-Training, and Inference Token Generation is Doubling Every Two Months Test-Time Scaling “Long Thinking” • ChatGPT is at ~700M WAUs, with usage up ~4X y/y • OpenAI
Slide 7: NVIDIA 3-Computers Enable Physical AI – the Next Wave of AI
$3-4 Trillion AI Infrastructure Spend by 2030 NVIDIA 3-Computers Enable Physical AI – the Next Wave of AI Manipulating Robot Training Practicing in Robot AI Digital Twin Jetson AGX Thor GB200 RTX PRO Server
Slide 8: NVIDIA 3-Computers Enable Physical AI – the Next Wave of AI
$3-4 Trillion AI Infrastructure Spend by 2030 NVIDIA 3-Computers Enable Physical AI – the Next Wave of AI Driving Car Training Practicing in AV AI Digital Twin DRIVE AGX Thor GB200 RTX PRO Server
Slide 9: NVIDIA 3-Computers Enable Physical AI – the Next Wave of AI
$3-4 Trillion AI Infrastructure Spend by 2030 NVIDIA 3-Computers Enable Physical AI – the Next Wave of AI Running Factories Training Practicing in Factory AI Digital Twin Jetson AGX Thor GB200 RTX PRO Server
Slide 10: Annual Rhythm and Extreme Co-Design for Sustained Leadership
Annual Rhythm and Extreme Co-Design for Sustained Leadership Full-Stack | One Architecture | CUDA Everywhere Feynman Blackwell Rubin COMPUTE Rubin Rubin CPX Rubin Ultra Feynman Blackwell Blackwell Ultra 8S HBM4 GDDR7 16S HBM4e Next–Gen HBM 8S HBM3e 8S HBM3e Vera Vera Grace CPU CPU CPU BlueField-3 Bl
Slide 11: Annual Rhythm and Extreme Co-Design for Sustained Leadership
Annual Rhythm and Extreme Co-Design for Sustained Leadership Combining simultaneous breakthroughs in GPU, CPU, NIC, NVLink scale-up fabric, Spectrum-X Ethernet scale-out and scale-across network, system architecture, and a mountain of software and algorithms, we are delivering leaps in performance a
Slide 12: NVIDIA Leads MLPerf With Hundreds of Training and Inference Wins
Annual Rhythm and Extreme Co-Design for Sustained Leadership NVIDIA Leads MLPerf With Hundreds of Training and Inference Wins MLPerf Training and Inference Wins “NVIDIA Blackwell Ultra Sets Reasoning Records NVIDIA GPU Google TPU All Others in MLPerf Debut” – GamesBeat 300 250 “NVIDIA Unveils Rubin
Slide 13: GB NVL72 for Training to Inference
Annual Rhythm and Extreme Co-Design for Sustained Leadership GB NVL72 for Training to Inference Order of Magnitude Leap in Inference Throughput and Cost Reduction
Slide 14: NVIDIA and OpenAI Partnership
NVIDIA and OpenAI Partnership Multi-Year, Multi-Generational Build Out of at Least 10 Gigawatts • The OpenAI partnership is a powerful demonstration of NVIDIA’s ability as an AI infrastructure partner – delivering architecture, chips, systems, networking, data centers, software, operations, and fina
Slide 15: NVIDIA
NVIDIA