“We expect networking a return to growth in Q1.”

In context

“tive 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 Azure OCI, Fortease, and others are building large AI factories with SpectrumX. The first Stargate data centers will use Spectrum X. Yesterday, Cisco announced integrating Spectrum X into their networking portfolio to help enterprises build AI infrastructure. With its large enterprise footprint and global reach, Cisco will bring NVIDIA Corporation Ethernet to every industry. Now moving to gaming and AR PCs. Gaming revenue of $2.5 billion decreased 22% sequentially and 11% year on year. Fu”