CLAIM #46670 · NVIDIA Corporation (NVDA) · 2022Q4 earnings call · Feb 16, 2022 · due Jan 31, 2023
“This year, we expect a transition in PCIe Gen 4 to Gen 5.”
Jensen Huang · CEO
In context
“The second is networking performance. It is the reason why we have the fastest networks. It is also the reason why we have the most fastest networks in any system. We will have, for example, 8 InfiniBand at the highest speeds connected right into HGX or DGX server. And so the work that we do in GPU direct memory, RDMA, the work that we do with GPU direct storage, the work that we do with in-network computing and all reductions and moving data around inside the network is absolutely world-class. This is an area that we are just -- I am just incredibly proud. All of that is so that we could be less bottlenecked by the CPU. Remember, inside our DGX system is on CPU and 8 GPUs. And the fundamental goal is to offload as much as we can and utilize the resources that we have as much as we can. This year, we expect a transition in PCIe Gen 4 to Gen 5. We are constrained on Gen 4. We'll be constrained on Gen 5, but we're used to that. And that's something that we're very good at. And we'll continue to support Gen 4 well through next year, maybe well through the next couple of years. And all of the installed base of Gen 4 systems that are going to be all over the world, and we'll take advantage of Gen 5 as much as we can. But we have all kinds of new technologies and strategies to improve the throughput of systems and avert the bottlenecks that are there. Operator: Our final question comes from the line of Raji Gill with Needham & Co. Rajvindra Gill: Yes. Congrats on the good quarter and guide. Colette, question on the gross margin and to Jensen's point about really creating a software business driven by Omniverse, DRIVE and Enterprise.”
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SEC filings for NVDA ↗ · Claim quote is verbatim from the 2022Q4 earnings call.