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CLAIM #46948 · NVIDIA Corporation (NVDA) · 2025Q3 earnings call · Nov 20, 2024 · due Dec 31, 2024

By year-end, they will have boosted NVIDIA GPU deployments in the country by nearly 10 times.

Colette Kress · CFO

PENDING
graded after results covering Dec 31, 2024 are reported

In context

lity alone, Foxconn expects to reduce -- a reduction of over 30% in annual kilowatt-hour usage. From a geographic perspective, our Data Center revenue in China grew sequentially due to shipments of export-compliant copper products to industries. As a percentage of total Data Center revenue, it remains well below levels prior to the onset of export controls. We expect the market in China to remain very competitive going forward. We will continue to comply with export controls while serving our customers. Our sovereign AI initiatives continue to gather momentum as countries embrace NVIDIA accelerated computing for a new industrial revolution powered by AI. India's leading CSPs include Tata Communications and Yotta Data Services are building AI factories for tens of thousands of NVIDIA GPUs. By year-end, they will have boosted NVIDIA GPU deployments in the country by nearly 10 times. Infosys, TSE, Wipro are adopting NVIDIA AI Enterprise and upskilling nearly 0.5 million developers and consultants to help clients build and run AI agents on our platform. In Japan, SoftBank is building the nation's most powerful AI supercomputer with NVIDIA DGX Blackwell and Quantum InfiniBand. SoftBank is also partnering with NVIDIA to transform the telecommunications network into a distributed AI network with NVIDIA AI Aerial and AI-RAN platform that can process both 5G RAN on AI on CUDA. We are launching the same in the US with T-Mobile. Leaders across Japan, including Fujitsu, NEC and NTT are adopting NVIDIA AI Enterprise and major consulting companies, including EY, Strategy, and Consulting will help bring NVIDIA AI technology to Japan's industries. Networking revenue increased 20%

Verify independently

SEC filings for NVDA · Claim quote is verbatim from the 2025Q3 earnings call.