CLAIM #46935 · NVIDIA Corporation (NVDA) · 2025Q2 earnings call · Aug 28, 2024 · due Jan 31, 2025
“NVIDIA software will exit the year at a $2 billion run rate.”
Jensen Huang · CEO
In context
“nvesting in sovereign AI infrastructure. And NVIDIA AI and NVIDIA Omniverse is opening up the next era of AI general robotics. And now the enterprise AI wave has started and we're poised to help companies transform their businesses. The NVIDIA AI Enterprise platform consists of NeMo, NIMS, NIM agent blueprints, and AI Foundry, that our ecosystem partners the world-leading IT companies used to help customer -- companies customize AI models and build bespoke AI applications. Enterprises can then deploy on NVIDIA AI Enterprise runtime and at $4,500 per GPU per year, NVIDIA AI Enterprise is an exceptional value for deploying AI anywhere. And for NVIDIA's software TAM can be significant as the CUDA-compatible GPU installed-base grows from millions to tens of millions. And as Colette mentioned, NVIDIA software will exit the year at a $2 billion run rate. Thank you all for joining us today. Operator: Ladies and gentlemen, this concludes today's call and we thank you for your participation. You may now disconnect.”
Verify independently
SEC filings for NVDA ↗ · Claim quote is verbatim from the 2025Q2 earnings call.