NVIDIA AGM 2024: Blackwell Could Be the Most Successful Products in History

$NVIDIA(NVDA.US)$'s Technological Breakthrough:
🚀Accelerated computing and AI deemed most consequential technologies.
🚀Reinvented entire computing stack over 2 decades.

Historical Context:
🚀Modern computing began 60 years ago with $IBM Corp(IBM.US)$ System 360.
🚀General-purpose processing performance scaling stagnated, creating a growing performance-demand deficit.

Addressing Computing Energy and Cost Inflation:
🚀Accelerated Computing meets the exponential computing demand.
🚀Prevents stifling of industries due to unchecked computing costs.

Impact of Accelerated Computing:
🚀Described as a time machine for scientific discovery.
🚀Generative AI emerged from over a decade and billions of dollars in investment.
🚀Supercomputers likened to AI generation plants, mass-producing digital intelligence.

New Industrial Revolution:
🚀Global construction of NVIDIA-powered AI factories to process, refine and manufacture intelligence from data.
🚀Intelligence as a new commodity, creating new revenue opportunities for the world's $100 trillion of industries.

Generative AI’s Paradigm Shift:
🚀Fundamental shift in the computing industry.
🚀Transition from instruction-driven to intention-driven computing.
🚀Complete reinvention of computer design, software development, and capabilities.

FY2024 Financial Highlights:
🚀 $NVIDIA(NVDA.US)$'s record revenue of $60.9 billion, up 126%.
🚀GAAP diluted earnings per share increased by 586% to $11.93.
🚀Strong demand for Hopper Architecture products and broad adoption of Blackwell Architecture.

Sector Performance:
🚀Gaming revenue rose 15% to $10.4 billion.
🚀Professional visualization revenue increased by 1% to $1.6 billion.
🚀Automotive revenue saw growth as well.

Looking Ahead:
🚀Blackwell Architecture anticipated to be the most successful product in $NVIDIA(NVDA.US)$'s history.
🚀Expected transformative impact across all industries.

Accelerated Computing Milestone:
🚀Reached a tipping point, achieving a virtuous cycle.
🚀Significant CUDA installed base attracts developers and applications, expanding the ecosystem.

CUDA's Central Role:
🚀Parallel computing model offering developers an unparalleled toolkit.
🚀Vital in accelerating computing's expansion across industries.

Impact on Healthcare:
🚀Transforming healthcare through digital biology and generative AI.
🚀Revolutionizing drug discovery, surgery, medical imaging, and patient care.
🚀Partnerships with $Amgen(AMGN.US)$, GENENTECH, $Johnson & Johnson(JNJ.US)$ Med Tech, $Medtronic(MDT.US)$, and numerous startups.

Environmental Applications:
🚀Core DIM powers Perf. 2A Digital Twin, emulating Earth's weather and climate systems.
🚀Core Disk predicts weather patterns with 12 times higher resolution and 3000 times more energy efficiency than traditional methods.

Sustainable Computing:
🚀Accelerated computing is sustainable and essential for future applications.
🚀Encouraging modernization of data centers with accelerated computing.

Significant Product Launches:
🚀Introduction of Blackwell, the most advanced GPU designed for trillion-parameter generative AI.
🚀Blackwell GPUS connected into one Super GPU, offering substantial efficiency improvements over previous generations.
🚀Combines advanced GPUs, NVLink, Grace CPUs, Quantum and Spectrum X switches, and rich data center partnerships.

Adoption and Partnerships:
🚀Blackwell platform adopted by major cloud service providers, server makers, and leading AI companies: $Amazon(AMZN.US)$, $Alphabet-C(GOOG.US)$, $Meta Platforms(META.US)$, $Microsoft(MSFT.US)$, OpenAI, $Tesla(TSLA.US)$, and XAI.

$NVIDIA(NVDA.US)$ Inference Microservices (NIMS):
🚀New way to distribute AI models, delivering enterprise-grade generative AI.
🚀Runs on CUDA from the cloud to on-premises data centers to RTX AI PCs.
🚀Integrates optimized inference engines, industry-standard APIs, and containerized pre-trained AI in a box microservices.
🚀Enabling enterprises across all industries to evolve into AI-driven operations.
🚀Early adopters include Cadence, CrowdStrike, Getty Images, SAP, ServiceNow, Shutterstock, and more.

Future of AI in Heavy Industries:
🚀Next wave of AI set to automate $50 trillion in heavy industries.
🚀Omniverse platform facilitates the creation of robotic systems in a virtual world where physical and digital converge.

$NVIDIA(NVDA.US)$ is leading a technological revolution with its advanced accelerated computing and AI. The successful integration of CUDA has created a robust ecosystem, transforming industries like healthcare and climate modeling. With innovations like the Blackwell GPU and $NVIDIA(NVDA.US)$ Inference Microservices, $NVIDIA(NVDA.US)$ is driving sustainable, efficient, and expansive growth. As this new industrial era unfolds, $NVIDIA(NVDA.US)$'s technologies are set to redefine computing, enabling unprecedented innovation and opportunities across various sectors.