Nvidia investor relations Oct 2024

Nvidia investor relations Oct 2024

@financepresentations

7 Followers

1 month ago 287

Tech

Nvidia investor relations Oct 2024

@financepresentations1 month ago

Company Overview
May 23, 2024

1/42

Except for the historical information contained herein, certain matters in this presentation includ…

2/42

Headquarters: Santa Clara, CA
NVIDIA pioneered accelerated computing to help solve impactful chall…

3/42

NVIDIA’s Accelerated Computing Platform
Full-stack innovation across silicon, systems and software…

4/42

What Is Accelerated Computing?
Not just a superfast chip—accelerated computing
is a full-stack c…

5/42

Why Accelerated Computing?
Accelerated computing is needed to tackle the most
impactful opportun…

6/42

2016 2017 2020 2022 2024
TFLOPS
Pascal
19 TFLOPS
FP16
Volta
130 TFLOPS
FP16
Ampere
620 TF…

7/42

A new computing era has begun
Accelerated computing enabled the rise of AI,
which is driving a …

8/42

NVIDIA Accelerated Computing for Every Wave
NVIDIA HGX is an AI supercomputing platform purpose-bu…

9/42

NVIDIA’s Accelerated
Computing Ecosystem
• The NVIDIA accelerated computing platform has
attra…

10/42

The virtuous cycle of NVIDIA’s accelerated computing starts with an
installed base of several hun…

11/42

Office AI Copilots Search & Social Media
Over 1B knowledge workers $700B in digital advertising an…

12/42

Generative AI
The most important computing platform of our generation
The era of generative AI ha…

13/42

Large Language Models, based on the Transformer architecture,
are one of today’s most important a…

14/42

Full-Stack & Data Center Scale Acceleration
Drive significant cost savings and workload scaling
C…

15/42

The High ROI of High Compute Performance
Rental
Cost
4-Year Cost of AI Infrastructure
~$1B
16…

16/42

Powering the AI Industrial Revolution
Building and running enterprise Gen AI applications
Enterpr…

17/42

The NVIDIA AI Foundry
Model on DGX Cloud
NVIDIA’s “AI foundry” service leverages our AI infrastr…

18/42

AI Factories—A New
Class of Data Centers
‘AI factories’ are next-generation data centers that ho…

19/42

NVIDIA AI Enterprise
The operating system for enterprise AI
NVIDIA AI Enterprise is software for …

20/42

GSI & Service Delivery
AI Platforms Software Platforms
Public Cloud
Marketplaces
Server OEMs
…

21/42

NVIDIA Inference Microservice (NIM)
Extending reach of the platform, connecting millions of develo…

22/42

NVIDIA Go-to-Market Across Cloud and On-Premises
Reaching customers everywhere
INFERENCE
Cloud O…

23/42

$3,735
$6,803
$12,690
$9,040
$37,134
$18,059
34% 41%
47%
34%
61%
69%
30%
40%
50%
60%
…

24/42

$6,821
$10,947
$17,969
$15,965
$44,959
$20,560
63%
66%
67%
59%
74%
79%
55%
60%
65%
7…

25/42

Strong Cash Flow Generation
Fiscal year ends in January. Refer to Appendix for reconciliation of N…

26/42

DGX/HGX/MGX/IGX systems
GPU | CPU | DPU | Networking
NVIDIA AI software
Our Market Platforms at …

27/42

$2,983
$6,696
$10,613
$15,005
$47,525
$22,563
FY20 FY21 FY22 FY23 FY24 YTD FY25
Data Center
…

28/42

NVIDIA Blackwell Platform
GB200 Superchip
Compute Node
NVLINK Switch
Quantum X800 Switch
Spec…

29/42

$5,518
$7,759
$12,462
$9,067
$10,447
$2,647
FY20 FY21 FY22 FY23 FY24 YTD FY25
Gaming
GeForc…

30/42

GeForce Extends Growth, Large Upgrade Opportunity
Installed Base Needs Upgrade
FY21 FY24
3YR CAG…

31/42

$1,212
$1,053
$2,111
$1,544 $1,553
$427
FY20 FY21 FY22 FY23 FY24 YTD FY25
Professional Visual…

32/42

Automotive
Autonomous vehicle and AI cockpit
Leader in Autonomous Driving
NVIDIA DRIVE is our en…

33/42

$1 Trillion Long-Term Available Market Opportunity
Data Center Systems
$300B
Omniverse Enterpris…

34/42

35/42

Annual Cash & Cash Flow Metrics
4,761
5,822
9,108
5,641
28,090
FY20 FY21 FY22 FY23 FY24
3,73…

36/42

Corporate Sustainability
Fast Company Magazine’s World’s 50 Most
Innovative Companies
Fortune’s…

37/42

Reconciliation of Non-GAAP
to GAAP Financial Measures

38/42

Reconciliation of Non-GAAP to GAAP Financial Measures
Gross Margin
($ in Millions &
Margin Per…

39/42

Operating Income
and Margin
($ in Millions &
Margin Percentage)
Non-GAAP
Acquisition
Termi…

40/42

($ in Millions) Free Cash Flow
Purchases Related to
Property and Equipment
and Intangible Asse…

41/42

42/42

@financepresentations

Drag Me

Comments 0 Info

Nvidia investor relations Oct 2024

@financepresentations

Explore NVIDIA's journey into accelerated computing, highlighting its significant role in advancing AI technologies and transforming traditional data centers. This presentation outlines how NVIDIA's platforms and innovations enable enterprises to harness AI, improve performance, and drive industry innovations while adhering to sustainability goals.

Tech

We, and our third-party partners, use cookies, pixels, and other technologies ("cookies") to collect, record, and share information you provide, as well as information about your interactions with, our site for ad targeting, analytics, personalization, and site functionality purposes. By clicking Agree, you agree to the use of tracking technologies and acknowledge our privacy practices as described in our Privacy Notice.