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CLAIM #46652 · NVIDIA Corporation (NVDA) · 2022Q4 earnings call · Feb 16, 2022 · due Oct 31, 2022

While revenue was gated by supply, we anticipate improving capacity in coming quarters, which should allow us to serve with significant customer demands we're seeing.

Colette Kress · CFO

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versus commitment · official band 5 percent
Committed
we anticipate improving capacity in coming quarters, which should allow us to serve with significant customer demands we're seeing
Reported
this is getting better

In context

structure providers recognized NVIDIA in the top category of leaders. An example of a partner that's helping to expand our reach into enterprise IT is Deloitte, a leading global consulting firm, which has built its center for AI computing on NVIDIA DGX Superpod. At CES, we extended our collaboration to AV development, leveraging our own robust AI infrastructure and Deloitte's team of 5,500 system integration developers and 2,000 data scientists to architect solutions for truly intelligent transportation. Our networking products posted strong sequential and year-over-year growth, driven by exceptional demand across use cases ranging from computing, supercomputing and enterprise to storage. adopters-led growth driven by adoption of our next-generation products and higher-speed deployments. While revenue was gated by supply, we anticipate improving capacity in coming quarters, which should allow us to serve with significant customer demands we're seeing. Across the board, we are excited about the traction we are seeing with our new software business models, including NVIDIA AI, NVIDIA Omniverse and NVIDIA DRIVE. We are still early in the software revenue ramp. Our pipelines are building as customers across the industry seek to accelerate their pace of adoption and innovation with NVIDIA. Now let me turn it back over to Jensen for some comments on Arm. Jensen Huang: Thanks, Colette. Last week, we terminated our efforts to purchase Arm. When we entered into the transaction in September 2020, we believe that would accelerate Arm's focus on high-performance CPUs and and help Arm expand into new markets, benefiting all our customers in the entire ecosystem. Like any combination of pioneers of important technologies, our proposed acquisition s

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SEC filings for NVDA · Claim quote is verbatim from the 2022Q4 earnings call.