NVIDIA Corp N.NVDA

Primary Symbol: NVDA

Technology Semiconductors

NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating three-dimensional Internet applications.

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NVIDIA Corp

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Post by monte8on Nov 20, 2024 5:35pm

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Post# 36322684

NVIDIA Conference Call

NVIDIA’s conference call. The most noteworthy quotes and information from NVIDIA’s call, as follows:

Blackwell is in full production
“Every customer is racing to be first to market… Blackwell is now in the hands of all our major customers.”
“Blackwell demand is staggering.”
Our Data Center revenue in China grew sequentially. As a percentage of data center revenues, it remains below the onset of export controls.
NVIDIA deployments in India are expected to grow by 10X by the end of the year.
We anticipate sequential networking revenue growth in Q4
NVIDIA’s CFO also said the company is expected to exceed prior guidance of ‘several billion’ worth of Blackwell sales this next quarter.
While Blackwell is ramping the company expects gross margins in the low-70s, but once Blackwell is ramped NVIDIA expects gross margins to return to the mid-70s.