英偉達(dá)投資者簡報2023財年第二季度-英

InvestorPresentationQ2FY2023

September1,2022

Exceptforthehistoricalinformationcontainedherein,certainmattersinthispresentationincluding,butnotlimitedto,statementsasto:ourfinancialposition;ourmarkets;theperformance,specifications,benefits,impactandavailabilityofourproductsandtechnologies,includingNVIDIAGraceandGraceHopper,NVIDIAOmniverse,NVIDIAH100,NVIDIAQODA,NVIDIADGX,andNVIDIAGPUs;upcominglaunchesofourproductsandarchitectures;channelinventorycorrectionimpactingfuturerevenue;ourpartnerships,collaborations,andcustomers;ourfinancialoutlook,ourexpectedtaxratesandourexpectedcapitalexpendituresforthethirdquarteroffiscal2023;ourgrowthandgrowthdrivers;trendsandouropportunitiesinexistingandnewmarkets;rolloutplansonNVIDIADRIVE;leadingsupercomputingcentersbeingamongthefirstwithsystemsfeaturingNVIDIAGraceandGraceHopper;NVIDIAAIdeliveringthehighestproductivityperdollar;evolvingUniversalSceneDescription(USD)tobecomeafoundationoftheopenmetaverseand3Dinternetanditsimpact;ongoingdevelopmentunlockingmetaverseworkflowsformanufacturing,engineeringanddesigncompanies;neuralgraphicsredefininghowvirtualworldsarecreated;optimizingacrosstheentirestackallowingNVIDIAtoadvancecomputinginthepost-Moore’slawera;andourplanfor100%ofourglobalelectricityusageforourofficesanddatacenterstoberenewableby2025areforward-lookingstatements.

Theseforward-lookingstatementsandanyotherforward-lookingstatementsthatgobeyondhistoricalfactsthataremadeinthispresentationaresubjecttorisksanduncertaintiesthatmaycauseactualresultstodiffermaterially.Importantfactorsthatcouldcauseactualresultstodiffermateriallyinclude:globaleconomicconditions;ourrelianceonthirdpartiestomanufacture,assemble,packageandtestourproducts;theimpactoftechnologicaldevelopmentandcompetition;developmentofnewproductsandtechnologiesorenhancementstoourexistingproductandtechnologies;marketacceptanceofourproductsorourpartners'products;design,manufacturingorsoftwaredefects;changesinconsumerpreferencesanddemands;changesinindustrystandardsandinterfaces;unexpectedlossofperformanceofourproductsortechnologieswhenintegratedintosystemsandotherfactors.

NVIDIAhasbasedtheseforward-lookingstatementslargelyonitscurrentexpectationsandprojectionsaboutfutureeventsandtrendsthatitbelievesmayaffectitsfinancialcondition,resultsofoperations,businessstrategy,short-termandlong-termbusinessoperationsandobjectives,andfinancialneeds.Theseforward-lookingstatementsaresubjecttoanumberofrisksanduncertainties,andyoushouldnotrelyupontheforward-lookingstatementsaspredictionsoffutureevents.Thefutureeventsandtrendsdiscussedinthispresentationmaynotoccurandactualresultscoulddiffermateriallyandadverselyfromthoseanticipatedorimpliedintheforward-lookingstatements.AlthoughNVIDIAbelievesthattheexpectationsreflectedintheforward-lookingstatementsarereasonable,thecompanycannotguaranteethatfutureresults,levelsofactivity,performance,achievementsoreventsandcircumstancesreflectedintheforward-lookingstatementswilloccur.Exceptasrequiredbylaw,NVIDIAdisclaimsanyobligationtoupdatetheseforward-lookingstatementstoreflectfutureeventsorcircumstances.Foracompletediscussionoffactorsthatcouldmateriallyaffectourfinancialresultsandoperations,pleaserefertothereportswefilefromtimetotimewiththeSEC,includingourmostrecentAnnualReportonForm10-K,QuarterlyReportsonForm10-Q,andCurrentReportsonForm8-K.CopiesofreportswefilewiththeSECarepostedonourwebsiteandareavailablefromNVIDIAwithoutcharge.

NVIDIAusescertainnon-GAAPmeasuresinthispresentationincludingnon-GAAPgrossmargin,non-GAAPoperatingexpenses,non-GAAPoperatingincome,non-GAAPoperatingmargin,non-GAAPnetincome,non-GAAPdilutedearningspershare,andfreecashflow.NVIDIAbelievesthepresentationofitsnon-GAAPfinancialmeasuresenhancesinvestors'overallunderstandingofthecompany'shistoricalfinancialperformance.Thepresentationofthecompany'snon-GAAPfinancialmeasuresisnotmeanttobeconsideredinisolationorasasubstituteforthecompany'sfinancialresultspreparedinaccordancewithGAAP,andthecompany'snon-GAAPmeasuresmaybedifferentfromnon-GAAPmeasuresusedbyothercompanies.Furtherinformationrelevanttotheinterpretationofnon-GAAPfinancialmeasures,andreconciliationsofthesenon-GAAPfinancialmeasurestothemostcomparableGAAPmeasures,maybefoundintheslidetitled“ReconciliationofNon-GAAPtoGAAPFinancialMeasures”.

Content

.Q2FY23EarningsSummary

.KeyAnnouncementsThisQuarter

.NVIDIAOverview

.Financials

.ReconciliationofNon-GAAPtoGAAPFinancialMeasures

Q2FY23

EarningsSummary

Highlights

?Challengingquarter;shortfalltoexpectationsdrivenprimarilybyweakerGamingrevenue

?Totalrevenueup3%y/yto$6.70B,belowoutlookof$8.10B+/-2%providedontheQ1earningscall

?DataCenterup61%y/yto$3.81B

?Gamingdown33%y/yto$2.04B

?DataCenterrevenueimpactedbysupplychaindisruptions

?Revenuefromhyperscalecustomersnearlydoubledyear-on-year

?Verticalindustriesgrewbothsequentiallyandyear-on-year

?Upcominglaunchesofnext-generationplatforms;H100datacenterGPUinproduction

?GamingrevenueinQ2andoutlookforQ3reflectchannelinventorycorrection

?Macroeconomicheadwindsacrosstheworlddroveasuddenslowdowninconsumerdemand

?Gamingpartnersandecosystemarerespondingtotheslowdownandcorrectingchannelinventory

?UpcomingGamingarchitecturelaunchsettokickstartthenexthigh-endupgradecycle

9,500

100.0%

Revenue($M)Non-GAAPGM

$8,288

8,500

67.1%

90.0%

$7,643

67.0%

7,500

$7,103

67.0%

$6,704

80.0%

$6,507

6,500

66.7%

5,500

70.0%

4,500

60.0%

3,500

50.0%

45.9%

2,500

1,500

40.0%

Q2FY22Q3FY22Q4FY22Q1FY23Q2FY23

Q2FY2023FinancialSummary

GAAP

Non-GAAP

Q2FY23

Y/Y

Q/Q

Q2FY23

Y/Y

Q/Q

Revenue

$6,704

+3%

-19%

$6,704

+3%

-19%

GrossMargin

43.5%

-21.3pts

-22.0pts

45.9%

-20.8pts

-21.2pts

Operating

Income

$499

-80%

-73%

$1,325

-57%

-66%

NetIncome

$656

-72%

-59%

$1,292

-51%

-62%

DilutedEPS

$0.26

-72%

-59%

$0.51

-51%

-63%

CashFlow

fromOps

$1,270

-53%

-27%

$1,270

-53%

-27%

AlldollarfiguresareinmillionsotherthanEPS.DilutedEPSchangesreflectsafour-for-onestockspliteffectiveJuly2021.

DataCenter

61%y/yand

1%q/q

$3,806

$3,263

$2,936

$2,366

Q2FY22Q3FY22Q4FY22Q1FY23Q2FY23

$3,750

Revenue($M)

Highlights

?Revenuefromhyperscalecustomersnearlydoubledy/y

?SalestoNorthAmericahyperscaleandcloudcomputingcustomersincreasedq/q,butweremorethanoffsetbylowersalestoChinahyperscalecustomers

?Verticalindustriesgrewbothq/qandy/y

?Keyworkloadsdrivinggrowthinclude:

?Naturallanguageprocessing

?Recommendersystems

?Autonomousvehiclefleetdataprocessingandtraining

?Cloudgraphics

?Strongdemandforhigh-speedethernetadaptersanddesignwinmomentumtowardnext-genadapters,

includingtheConnectX-6andConnectX-7

?UpdatestotheNeMoMegatronframeworkthatcanspeedupthetrainingofLargeLanguageModelsbyupto30%

Gaming

$3,620

$3,420

$3,221

$3,061

33%y/y

and

44%q/q

$2,042

Q2FY22Q3FY22Q4FY22Q1FY23Q2FY23

Revenue($M)

Highlights

?Gamingpartnersandecosystemarerespondingtoa

suddenslowdowninconsumerdemandandcorrectingchannelinventory

?NVIDIAimplementedprogramswithchannelpartnerstoadjustpricing,andtoprice-positioncurrenthigh-end

desktopGPUsaheadofnewarchitecturelaunch

?EstimatedGeForceGPUsell-throughisupover70%sincebeforethepandemic

?RTXnowsupportedbyalmost300games&applications

?15ofthetop15mostpopularGPUsonSteamareNVIDIAGeForceGPUs

?GeForceNowregisteredmembersnowexceed20million;over1,350gamestotal

ProfessionalVisualization

$643

$622

4%y/y

$577

$519

$496

Q2FY22Q3FY22Q4FY22Q1FY23Q2FY23

and

20%q/q

Revenue($M)

Highlights

?Sequentialincreaseinmobilerevenuewasmorethanoffsetbylowerdesktoprevenue,particularlyatthe

high-end

?Enterprisedemandslowedasmacroeconomicheadwindsintensified

?OEMsworkedtoreduceinventory;expecttrendstopersistinQ3

?WhileProVizisundergoinganear-termadjustmentafterdoublinglastyear,AIandOmniverseworkloadshaveexpandedthemarketopportunityoverthelastcoupleofyears

Automotive

45%y/y

and

59%q/q

$220

$152

$135

$125

Q2FY22Q3FY22Q4FY22Q1FY23Q2FY23

$138

Revenue($M)

Highlights

?Q2aninflectionpointforAutomotiverevenue,asNVIDIAOrinhasgreatmomentum

?StronggrowthdrivenbyAutoAISolutions(AICockpitandSelf-Drivingrevenue)

?StrengthinSelf-DrivingdrivenbyNewEnergyVehicledesignwinsrampingintovolume

?Announcedrolloutplans,allbuiltonNVIDIADRIVE

?NewvehiclesfromNIO,LiAuto,JIDU,andHumanHorizons

?Pony.ai’slineofself-drivingtrucksandrobotaxis

Sources&UsesofCash

$3,033

$2,682

$1,731

$1,519

$1,270

Q2FY22Q3FY22Q4FY22Q1FY23Q2FY23

53%y/y

and

27%q/q

CashFlowfromOperations($M)

Highlights

?Sequentialdecreasereflectslowerrevenueand

highercashtaxpayments,partiallyoffsetbyreducedadvancepaymentsonsupplypayments

?Returned$3.44billiontoshareholdersintheformofsharerepurchasesandcashdividends

?Invested$447Mincapex(includesprincipalpaymentsonPP&E)

?Endedthequarterwith$17.0Bingrosscashand$11.0Bindebt,$6.0Binnetcash

Grosscashisdefinedascash/cashequivalents&marketablesecurities.

Debtisdefinedasprincipalvalueofdebt.

Netcashisdefinedasgrosscashlessdebt.

Q3FY2023Outlook

Revenue

$5.9billion,plusorminus2%

ExpectGamingandProVizrevenuetodeclineq/q,partiallyoffsetbyq/qgrowthinDataCenterandAutomotive

GrossMargins

62.4%GAAPand65.0%non-GAAP,plusorminus50basispoints

OperatingExpense

Approximately$2.59billionGAAPand$1.82billionnon-GAAP

OtherIncome&Expense

Netexpenseofapproximately$10millionforGAAPandnon-GAAPExcludinggainsandlossesonnon-affiliatedinvestments

TaxRate

9.5%GAAPandnon-GAAP,plusorminus1%,excludingdiscreteitems

CapitalExpenditure

Approximately$550millionto$600million

AsdisclosedinNVIDIA'sCurrentReportonForm8-KfiledwiththeSEConAugust31,2022,NVIDIA'soutlookforitsthirdfiscalquarter

providedonAugust24,2022includedapproximately$400millioninpotentialsalestoChina(includingHongKong)whichmaybesubjecttoanewlicenserequirementbytheU.S.governmentifcustomersdonotwanttopurchaseNVIDIA’salternativeproductofferings.

KeyAnnouncements

ThisQuarter

TopGlobalSystemsMakers

AccelerateAdoptionofNVIDIAGraceandGraceHopper

?Atos,DellTechnologies,GIGABYTE,HPE,Inspur,

LenovoandSupermicroareadoptingNVIDIAGraceCPUSuperchipandGraceHopperSuperchiptobuildthenext-genofserversturbochargingAIandHPC

workloadsfortheexascaleera

?LeadingsupercomputingcentersintheUSandEuropewillbeamongthefirstwithsystems

featuringthesuperchips

?LosAlamosNationalLaboratoryannouncedthat

Venado,itsnext-gensystem,willbethefirstsystemintheUStobepoweredbyNVIDIAGraceCPUtechnology

?Alps,theSwissNationalComputingCenter’snew

system,willusetheGraceCPUSuperchiptoenablebreakthroughresearchinawiderangeoffields

NVIDIAGainsGroundinthe

LatestTop500Listof

Supercomputers

?357ofthetop500supercomputers,or71%,are

poweredbyNVIDIA,including31of39newsystems

?Includes154NVIDIAGPU-acceleratedsystems,upfrom138atISC21and145atSC21

?23ofthetop30ontheGREEN500listofmost

energy-efficientsupercomputersarepoweredbyNVIDIA

?NVIDIA’sSelenesupercomputerranksat#8intheTOP500,andistheworld’sfastestenterprise

supercomputer

NVIDIAandSiemenstoEnable

IndustrialMetaverse

?Asafirststepinthiscollaboration,NVIDIAplansto

connecttheSiemensXceleratoropendigitalbusinessplatformwiththeNVIDIAOmniverseplatformfor3Ddesignandcollaboration

?Enablesanindustrialmetaversewithphysics-based

digitalmodelsfromSiemensandreal-timeAIfrom

NVIDIAinwhichcompaniesmakedecisionsfasterandwithincreasedconfidence

?Companieswillbeableto:

?Employdigitaltwinswithreal-timeperformancedata

?CreateinnovativeindustrialIoTsolutions

?Leverageactionableinsightsfromanalyticsattheedge/inthecloud

?Tackletheengineeringchallengesoftomorrowbymakingvisuallyrich,immersivesimulationsmoreaccessible

ReinforcingNVIDIA’sLeadershipinLatestMLPerfTrainingBenchmark

WhatisMLPerf?

?Theindustry’sfirstobjectiveAIbenchmarkformeasuringmachinelearningperformance

?Consortiumofover70universitiesandcompanies,includingGoogle,Intel,Baidu,andNVIDIA,foundedin2018

?NVIDIAhasconsistentlydeliveredleadingresultsandrecordperformancesinbothMLPerfTrainingand

Inferencebenchmarks

MLPerfJune2022—AITraining

?A100GPUcontinuestosecurethehighestnumberofwins;NVIDIAAIremainstheonlyplatformtorunall

eighttests

?Onthe“per-chip”tests,A100wasthefasteston6ofthe8benchmarks.TheNVIDIAH100,availableinQ3ofthisyear,willdeliveranothergiantleapinperformance

?NVIDIAandpartnersaccountedfor90%ofall

submissions,reflectingthescaleandreachofourecosystem

?NVIDIAAIdeliversthehighestproductivityperdollar

?Overthelast3.5years,theNVIDIAAIplatformhasdelivered23xmoreperformance–theresultoffull-stackinnovations–GPUs,softwareandat-scale

improvements

NVIDIAAnnounces

HybridQuantum-Classical

ComputingPlatform

?NVIDIAQODA(QuantumOptimizedDeviceArchitecture)isanopen,unifiedprogrammingmodelthatspanstoday’smostpowerful,“classical”computersandquantum

processors

?NVIDIAQODAUnifiedProgrammingPlatformadoptedbycommunity’sgloballeaderstoenablequantum-

acceleratedAI,HPC,HealthandFinanceApplications

?HPCandAIdomainexpertscanuseNVIDIAQODAinpublicclouds,NVIDIADGXsystemsandalargeinstalledbaseofNVIDIAGPUsinscientificsupercomputingcenters

?NVIDIAcollaborationsinquantumcomputinginclude:

?Hardware:IQMQuantumComputers,Pasqal,Quantinuum,QuantumBrillianceandXanadu

?Software:QCWareandZapataComputing

?Supercomputing:ForschungszentrumJülich,LawrenceBerkeleyNationalLaboratoryandOakRidgeNational

Laboratory

NVIDIAOmniverseAvatarCloudEngineforVirtualAssistantsandDigitalHumans

?NVIDIAOmniverseAvatarCloudEngine(ACE)isasuiteofcloud-nativeAImodelsandservicesenablingbusinessestocreateanddeployassistantsandavatars

?Theseassistantsandavatarsunderstandmultiple

languages,respondtospeechprompts,interactwiththeenvironmentandmakeintelligentrecommendations

?Thesecantransforminteractionsingaming,

entertainment,banking,transportationandhospitality

NVIDIAandPartnersBuildOutUniversal

SceneDescriptiontoAccelerateIndustrialMetaverseandNextWaveofAI

?AnnouncedabroadinitiativetoevolveUniversalSceneDescription(USD),theopen-sourceandextensiblelanguageof3Dworlds,tobecomea

foundationoftheopenmetaverseand3Dinternet

?WorkingtogetherwithUSD’sinventor,Pixar,aswellasAdobe,Autodesk,Siemensandahostofotherleadingcompanies,NVIDIAwillpursuea

multi-yearroadmaptoexpandUSD’scapabilitiesbeyondvisualeffects,suchas:

?Addingsupportforinternationalcharacters

?Geospatialcoordinates

?Real-timestreamingofIoTdata

?EnablesUSDtobettersupportindustrialmetaverseapplicationsinarchitecture,engineering,manufacturing,scientificcomputing,

roboticsandindustrialdigitaltwins

MajorReleaseofOmniversewithNewUSDConnectorsandNeuralGraphicsSDKs

?Unveiled11newOmniverseConnectorsincludingforPTCCreo,VisualComponentsandSideFXHoudini,bringingthetotalnumberofConnectorstotheOmniverseUSD

ecosystemto112

?DevelopmentisongoingforBlender,AutodeskAliasand

AutodeskCivil3D,SiemensJT,SimScale,OpenGeospatialConsortium,andUnity,whichwillfurtherunlockmetaverseworkflowsformanufacturing,engineeringanddesign

companies

?NeuralGraphicsisanewfieldintertwiningAIandgraphicstohelpautomatedesignchoicesandprovidenew,yettobeimaginedopportunitiesforartistsandcreators.Neuralgraphicswillredefinehowvirtualworldsarecreated,

simulatedandexperiencedbyusers.Examplesinclude:

?OmniverseAudio2Face-createfacialanimationsfromanaudiofile

?Audio2Gesture-generaterealisticarm/bodymotionfromanaudiofile

NVIDIAOverview

NVIDIA—AComputingPlatformCompany

NVIDIApioneeredacceleratedcomputingtohelpsolvethemostchallengingcomputationalproblems.

TheapproachisbroadlyrecognizedasthewaytoadvancecomputingasMoore’slawendsandAIliftsoff.

NVIDIA’splatformisinstalledinseveralhundredmillioncomputers,isavailableineverycloudandfrom

everyservermaker,powers357oftheTOP500supercomputers,andboastsover3.0milliondevelopers.

Headquarters:SantaClara,CA|Headcount:~25,300

BriefHistory

1993:FoundedbyJensenHuang,ChrisMalachowsky,andCurtisPriem

1999:IPOonNASDAQat$12(priorto5stocksplits,now48:1)

2001:Xboxwin;fastestsemiconductorcompanytoreach$1Binsales

2006:UnveilsCUDAarchitecture,expandingtoscientificcomputing

2016:IntroducesfirstproductsforAIandautonomousdriving

2020:AcquiresMellanoxfor$7B;launchesDPUasnewprocessorclass

Recognitions

HarvardBusinessReview’sTheCEO100

Fortune’sBestPlacestoWork

MITTechReview’s50SmartestCompanies

Fortune’sWorld’sMostAdmiredCompanies

ForbesJUST100BestCorporateCitizens

DowJonesSustainabilityIndex

NVIDIAAtaGlance

Acceleratedcomputingpioneer

RevenuebyMarketPlatform

OEM&OthersAutoProVizDataCenterGaming

$26.9B

$16.7B

$10.9B

$11.7B

$9.7B

FY18FY19FY20FY21FY22

FromChipVendortoComputingPlatform

HPC

GAMING

Healthcare

Omniverse

PROVIZAITransportationRobotics

CUDA-X

CUDA

ARCHITECTURE

SYSTEMS

DATACENTER

1999

2014

FY22

GM30%+

GM

50%+

GM~65%

TremendousMarketForcesDrivingNVIDIAGrowth

Gaming

ArtificialIntelligence

DataCenter

Autonomous

Vehicles

Robotics&

Omniverse

Gaming

46%ofFY22revenue

FY22REVENUE$12.5B,5-YEARCAGROF25%

Strongmarketpositionandtechnologyleadership

Compoundedlong-term

unitandASPgrowth

200M+gamersonGeForce

StrongGamingecosystem

Multipleseculargrowthdrivers:

adoptionofRTX,expanding

populationofgamersandcreators,

eSports,VR,risingproductionvalue

ofgames,gaminglaptopsand

cloudgaming

DataCenter

40%ofFY22revenue

FY22REVENUEOF$10.6B,5-YEARCAGROF66%

Leaderindeeplearning/AI

―

usedbyallmajorcloudcomputing

providersandthousands

ofenterprises

LeaderinSupercomputing

―

357oftheTOP500

Multipleseculargrowthdrivers:

fastgrowingadoptionofAIand

graphicsineverymajorindustry;

risingcomputeneedsunmetby

conventionalapproachessuchasx86

CPUs;data-centerscalecomputing

Automotive

2%ofFY22revenue

FY22REVENUEOF$566M,5-YEARCAGROF3%

Historicalrevenuedrivenlargelybyinfotainment

Futuregrowthlargelydrivenby

AutonomousVehicles,where

NVIDIAoffersafullhardware&

softwarestack

Over$11Bdesignwinpipeline

Multipleseculargrowthdrivers:

transitiontoself-driving,

software-definedcars,with

newsoftwareandservices

businessmodels

OurCoreBusinesses

ProfessionalVisualization

8%ofFY22revenue

FY22REVENUEOF$2.1B,5-YEARCAGROF20%

90%+marketshareingraphicsforworkstations

Diversifiedendmarkets,e.g.media&entertainment,architecture,engineering&construction,publicsector

Strongsoftwareecosystem

Multipleseculargrowthdrivers:

adoptionofRTX,hybridwork

environmentsandcollaborative

3Ddesign,AR/VR,AIandvirtual

worldworkloads,Omniverse

Enterprisesoftware

ASP=AverageSellingPrice.GamersaredefinedasconsumerswhopurchaseourGPUstoplayvideogames.200M+gamersonourplatformasofAugust2020.FY22ended1/30/2022.

67%

62%63%

47%

41%

37%38%

34%

66%

60%

30,000

24,000

18,000

12,000

6,000

0

Revenue($M)GrossMarginOperatingMargin

100%

90%

80%

70%

60%

50%

40%

30%

20%

FY18FY19FY20FY21FY22

22

7

38

51

6

3

7

48

36

1HFY22

1HFY23

Gaming

DataCenter

ProViz

Auto

OEM&Other

Gaming

DataCenter

ProViz

Auto

OEM&Other

Growth,ProfitabilityandMixMetrics

15,000

12,000

9,000

6,000

3,000

0

Revenue($M)GrossMarginOperatingMargin

66%

58%

46%

35%

100%

80%

60%

40%

20%

0%

1HFY22

1HFY23

BusinessMix(%)

RevenueandProfitability

(showingnon-GAAPmargins)

RefertoAppendixforreconciliationofNon-GAAPmeasures.Grossmarginandoperatingmarginareroundedtothenearestpercentinthechartsabove.

1.5Xperfperyear

109

108

107

106

105

104

103

102

GPU-Computingperf2Xperyear

.

.

.

.

1000X

In10years

●1.1Xperyear

Single-threadedCPUperf

198019902000201020202030

WhyAcceleratedComputing?

Advancingcomputinginthepost-Moore’sLawera

?Theworld’sdemandforcomputingpowercontinuesto

growexponentially,yetCPUsarenolongerkeepingupasMoore’slawhasended

?NVIDIApioneeredGPU-acceleratedcomputingtosolvethischallenge

?Optimizingacrosstheentirestack—fromsiliconto

software—allowsNVIDIAtoadvancecomputinginthepost-Moore’slaweraforlargeandimportantmarkets

?Gaming,ProViz,HighPerformanceComputing(HPC),AI,Cloud,Transportation,Healthcare,Robotics,andtheInternetofThings(IOT)

WorldLeaderinAcceleratedComputing

Ourfourmarketplatforms&keybrands

Gaming

GeForceGPUforPCgamers

DataCenter

DGX/HGX/EGXforHPC/AIcomputeNVIDIAnetworking

ProfessionalVisualization

Quadro/NVIDIARTXforworkstations

Automotive

DRIVEforautonomousvehicles

DataCenter

Highperformancecomputing(HPC)andAI

66%5-YRCAGR

$10,613

$6,696

$1,932

$2,932$2,983

$7,556

FY18FY19FY20FY21FY221HFY23

Revenue($M)

3.5M

3.0M

2.5M

2.0M

1.5M

1.0M

2005201020152022

RegisteredNVIDIADevelopers

EveryMajorCloudProvider

NVIDIAShareofTOP500Systems

71%

68%

67%

65%

46%

ISC18ISC19ISC20ISC21ISC22

MostTOP500Supercomputers

Gaming

GeForce—Theworld’slargestgamingplatform

$5,662

25%5-YRCAGR

$12,462

$7,759

$6,246

$5,518

$5,513

FY18FY19FY20FY21FY221HFY23

Revenue($M)

#1inPCgamingwith80%+marketshare

15ofthetop15mostpopularGPUson

Steam

Expandingthemarketwithcreators,gaminglaptopsandcloudgaming

PoweringtheNintendoSwitchconsole

Highlights

200M+GamersandCreatorsonGeForce

20%5-YRCAGR

$2,111

$934

$1,053

$1,212

$1,130

$1,118

FY18FY19FY20FY21FY221HFY23

Revenue($M)

ProfessionalVisualization

Workstationgraphics

AdobePremierePro

AdobePremiereRush

TheaRender

InspireStudio

Armorpaint

ArcGISEnterpriseArcGISPro

LumenRT

Microstation

Connect

DenoiseAI

GigapixelAI

iclone

MarmosetToolbag

NVIDIA

Broadcast

NVIDIA

Omniverse

RHINO

Mantra

SharpenAI

VideoEnhanceAI

GazeboRT

Wisp

Renderer

70+Applications

UnlockingNewMarkets

AccelerateRendering|AR/VR|DataScience

SimulationandSciViz|VirtualWorkstations

45MDesignersandCreatives

50

10

26

30

14

Software

Sensors

Mapping

Robotaxis

Tier1s

Trucks

CarMakers

48

87

$641

$566

$558

$536

3%5-YRCAGR

$700

$358

FY18FY19FY20FY21FY221HFY23

Revenue($M)

Automotive

Infotainmentandautonomousvehicles

NVIDIADRIVEPartnersStrongPartnership/Ecosystem

Reaching200M+PCGamers

EveryMajorPCOEM/ODM

EveryMajorGraphicsCardManufacturer

LargeandDiverseCustomerBase

Reachinghundredsofmillionsofendusersthroughhundredsofcustomers

Cloud

HPC

ORNLSummit

LLNL

Sierra

Piz

Daint

ABCI

VerticalIndustry

Gaming

DataCenter

45