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CLAIM #46781 · NVIDIA Corporation (NVDA) · 2023Q4 earnings call · Feb 22, 2023 · due Jan 31, 2024

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.

Colette Kress · CFO

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versus commitment · official band 5 percent
Committed
We expect that to be a part of our revenue growth this year.
Reported
Fourth quarter data center growth was driven by both training and inference of generative AI and large language models across a broad set of industries, use cases and regions.

In context

gh 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, you talked about the sort of 1 million times improvement in your ability to train these models over the last decade. Can you give us some insight into what that looks like in the next few years and to the extent that some o

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