“China shipments absent any change in regulations, we believe that will remain roughly at the current percentage.”

In context

“s language foundation models have revolutionized language AI, Cosmos is a physical AI to revolutionize robotics. The robotics and automotive companies, including ride-sharing giant Uber, are among the first to adopt the platform. From a geographic perspective, sequential growth in our data center revenue was strongest in the US, driven by the initial ramp of Blackwell. Countries across the globe are building their AI ecosystems and demand for compute infrastructure is surging. France's €200 billion AI investment and the EU's €200 billion Invest AI initiative offer a glimpse into the build-out that will redefine global AI infrastructure in the coming years. Now as a percentage of total data center revenue, data center sales in China remained well below levels seen onset of export controls. China shipments absent any change in regulations, we believe that will remain roughly at the current percentage. The market in China for data center solutions remained very competitive. We will continue to comply with export controls while serving our customers. Networking revenue declined 3% sequentially. Our networking attached to GPU compute systems is robust at over 75%. We are transitioning from small NVLink 8 with InfiniBand to large NVLink 72. The Spectrum X. Spectrum X and NVLink switch revenue increased and represents a major new growth sector. We expect networking a return to growth in Q1. AI requires a new class of networking. NVIDIA Corporation offers NVLink switch systems for scale of compute. For scale out, we offer Quantum InfiniBand for HPC supercomputers, and SpectrumX for Ethernet environments. Spectrum X enhances the Ethernet for AI computing and has been a huge success. Microsoft”