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CLAIM #46625 · NVIDIA Corporation (NVDA) · 2022Q2 earnings call · Aug 18, 2021 · due Oct 31, 2021

Now excluding CMP, we expect our revenue to grow over 500 million sequentially. A lion's share of that sequential revenue increase will be coming from Data Center.

Colette Kress · CFO

PENDING
graded after results covering Oct 31, 2021 are reported

In context

call it ballpark, 10% or 11%. And my understanding is that was a function of your ability to bring on supply. So I guess what does the supply issue look like as you're going from Q2 into Q3? And do you think you can still maintain that kind of sequential growth or does it dial down because I also need to -- I also would play that against your other commentary suggesting that the sequential growth -- and I assume on a dollar basis would be driven primarily by Data Center. So how do I think about the interplay within those comments of sequential growth of gaming, especially given the trajectories out of the last several quarters? Colette Kress: Yeah. Let me start and I'll let Jensen add a bit, Stacy, to your question. I guess we're providing the guidance for Q3 of 6.8 billion in revenue. Now excluding CMP, we expect our revenue to grow over 500 million sequentially. A lion's share of that sequential revenue increase will be coming from Data Center. We do expect gaming to be up slightly on a sequential basis but remember we are still supply constrained. Automotive and ProBiz are also expected to be up slightly quarter-over-quarter. And from the CMP perspective, we'll probably just have minimal amounts in Q3. So our Q3 results don't have seasonality with them for gaming and are really about the supply that we believe we can have for Q3. I'll see if Jensen wants to add any more colours. Jensen Huang: Yes, thanks for your questions. As you know RTX is a fundamental recap of computer graphics. This is a technology called ray tracing that has been the holy grail of computer graphics for quite a long time for 35 years, and our NVIDIA research for 10 years, we finally made it possible to do real-time ray tracing with RTX. RTX's demand is

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SEC filings for NVDA · Claim quote is verbatim from the 2022Q2 earnings call.