“We had a record Data Center business this last quarter. We expect to have a record, another record quarter this quarter, and we're fairly enthusiastic about the second half.”

In context

“orking OEMs, this earnings season, it seems that there was a lot of talk about increased spending by enterprises on their data centers and sometimes you hear them talking about how this is being driven by AI. You talked about your year-over-year growth in your cloud versus enterprise spending. I wonder if you could talk about what you were seeing sequentially? Are you seeing a sequential inflection in the enterprise? And can you talk about the attach rate of software for enterprise versus data centers. And, which software is -- are you seeing the most interest? I know you talked about, is it Omniverse? Is it natural language processing, or is there one big driver, or is it a bunch of drivers for the various different software packages you have? Thank you. Jensen Huang: Yeah. Thanks, Mark. We had a record Data Center business this last quarter. We expect to have a record, another record quarter this quarter, and we're fairly enthusiastic about the second half. AI and data-driven machine learning techniques for writing software and extracting insight from the vast amount of data that companies have is incredibly strategic to all the companies that we know. Because in the final analysis, AI is about automation of intelligence and most companies are about domain-specific intelligence. We want to produce intelligence. And there are several techniques now that have been created to make it possible for most companies to apply their data to extract insight and to automate a lot of the predictive things that they have to do and do it quickly. And so I think the trend that you hear other people are experiencing about machine learning, data analytics, data driven insights, artificial intelligence. However, it's described, it's all exactly the same thing.”