“We expect strong sequential growth in Q1 as supply increases.”

In context

“puters, 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. Full year revenue of $11.4 billion increased 9% year on year. And demand remains strong throughout the holiday. However, Q4 shipments were impacted by supply constraints. We expect strong sequential growth in Q1 as supply increases. The new GeForce RTX 50 series desktop and laptop GPUs are here. Built for gamers, creators, and developers, they fuse AI and graphics, redefining visual computing. Powered by the Blackwell architecture, fifth-generation tensor cores, and fourth-generation RT cores and featuring up to 3,400 AI TOPS. These GPUs deliver a 2x performance leap and new AI-driven rendering, including neural shaders, digital human technologies, geometry, and lighting. The new DLSS 4 boosts frame rates up to 8x with AI-driven frame generation turning one rendered frame into three. It also features the industry's first real-time application of transformer models packing 2x more parameters and 4x to compute unprecedented visual fidelity. We also announced a wave of GeForce Blackwell laptop GPUs with new NVIDIA Corpo”