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CLAIM #46780 · NVIDIA Corporation (NVDA) · 2023Q4 earnings call · Feb 22, 2023 · due Dec 31, 2023

And then we have grades coming likely in the second half of the year.

Colette Kress · CFO

PENDING
graded after results covering Dec 31, 2023 are reported

In context

, but you're guiding to year-over-year acceleration in April and through the year. So if you can just rank order for us the confidence in the acceleration. Is that based on your H-100 ramp or generative AI sales coming through or the new AI services model? And also, if you can talk about what you're seeing on the enterprise vertical. Colette Kress: Sure. Thanks for the question. When we think about our growth, yes, we're going to grow sequentially in Q1 and do expect year-over-year growth in Q1 as well. It will likely accelerate there going forward. So what do we see as the drivers of that? Yes, we have multiple product cycles coming to market. We have H-100 in market now. We are continuing with our new launches as well that are sometimes fueled with our GPU computing with our networking. And then we have grades coming likely in the second half of the year. Additionally, generative AI, it's sparked interest definitely among our customers, whether those be CSPs, whether those be enterprises, one of those be start-ups. We expect that to be a part of our revenue growth this year. And then lastly, let's just not forget that given the end of Moore's Law, there's an error here of focusing on AI, focusing on accelerated continuing. So as the economy improves, this is probably very important to the enterprises and it can be fueled by the existence of cloud first for the enterprises as they [indiscernible]. I'm going to turn it to Jensen to see if has any additional things he'd like to add. Jensen Huang: No, you did great. That was great. Operator: Your last question today comes from the line of Joseph Moore with Morgan Stanley. Joseph Moore: Jensen,

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SEC filings for NVDA · Claim quote is verbatim from the 2023Q4 earnings call.