CLAIM #46762 · NVIDIA Corporation (NVDA) · 2023Q3 earnings call · Nov 16, 2022 · due Apr 30, 2023
“And so, we are expecting to ship some volume, we're expecting to ship production in Q4, and then we're expecting to ship large volumes in Q1.”
Jensen Huang · CEO
In context
“-- and because of the pent-up demand for hopper because of these new models that are that I spoke about earlier, deep recommender systems and large language models and generative AI models. Customers are clamoring to ramp hopper as quickly as possible, and we are trying to do the same. We are all hands on deck to help the cloud service providers stand up the supercomputers. Remember, I is the only company in the world that produces and ships semi-custom supercomputers in high volume. It's a miracle to ship one supercomputer every three years. it's unheard of to ship supercomputers to every cloud service provider in a quarter. And so, we're working hand with every one of them, and every one of them are racing to stand up hoppers. We expect them to have hopper cloud services stood up in Q1. And so, we are expecting to ship some volume, we're expecting to ship production in Q4, and then we're expecting to ship large volumes in Q1. That's a faster transition than MPIR. And so, it's because of the dynamics that I described. Operator: Your next question comes from the line of Matt Ramsay with Cowen. Your line is now open. Matt Ramsay: Yeah. Thank you very much. Good afternoon. I guess, Colette, I heard in your script that you had talked about maybe a new way of commenting on or reporting hyperscaler revenue in your data center business. And I wonder if you could maybe give us a little bit more detail about what you're thinking there and what sort of drove the decision? And I guess the derivative of that, Jen-Hsun, how -- that decision to talk about the data center business to hyperscalers differently. I mean, what does that mean for the business that is just a reflection of where demand is and you're going to break th”
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SEC filings for NVDA ↗ · Claim quote is verbatim from the 2023Q3 earnings call.