NVIDIA has recently reported its Q4 earnings, and the earnings call following the report contains exciting details about the company and its plans to open up to new possibilities. NVIDIA's CEO Jensen Huang has stated that the company is on track to become an AI-as-a-Service (AIaaS) provider, which technically makes it a cloud service provider (CSP). "Today, I want to share with you the next level of our business model to help put AI within reach of every enterprise customer. We are partnering with major service -- cloud service providers to offer NVIDIA AI cloud services, offered directly by NVIDIA and through our network of go-to-market partners, and hosted within the world's largest clouds." Said Mr. Huang, adding that "NVIDIA AI as a service offers enterprises easy access to the world's most advanced AI platform, while remaining close to the storage, networking, security and cloud services offered by the world's most advanced clouds. Customers can engage NVIDIA AI cloud services at the AI supercomputer, acceleration library software, or pretrained AI model layers."

In addition to enrolling other CSPs into the race, NVIDIA is also going to offer DGX machines on demand in the cloud. Using select CSPs, you can get access to an entire DGX and harness the computing power for AI research purposes. Mr. Huang noted "NVIDIA DGX is an AI supercomputer, and the blueprint of AI factories being built around the world. AI supercomputers are hard and time-consuming to build. Today, we are announcing the NVIDIA DGX Cloud, the fastest and easiest way to have your own DGX AI supercomputer, just open your browser. NVIDIA DGX Cloud is already available through Oracle Cloud Infrastructure and Microsoft Azure, Google GCP, and others on the way."

NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 29, 2023, of $6.05 billion, down 21% from a year ago and up 2% from the previous quarter. GAAP earnings per diluted share for the quarter were $0.57, down 52% from a year ago and up 111% from the previous quarter. Non-GAAP earnings per diluted share were $0.88, down 33% from a year ago and up 52% from the previous quarter.

For fiscal 2023, revenue was $26.97 billion, flat from a year ago. GAAP earnings per diluted share were $1.74, down 55% from a year ago. Non-GAAP earnings per diluted share were $3.34, down 25% from a year ago. "AI is at an inflection point, setting up for broad adoption reaching into every industry," said Jensen Huang, founder and CEO of NVIDIA. "From startups to major enterprises, we are seeing accelerated interest in the versatility and capabilities of generative AI. "We are set to help customers take advantage of breakthroughs in generative AI and large language models. Our new AI supercomputer, with H100 and its Transformer Engine and Quantum-2 networking fabric, is in full production.

NVIDIA today announced that company founder and CEO Jensen Huang will deliver the opening keynote at GTC 2023, covering the latest advancements in generative AI, the metaverse, large language models, robotics, cloud computing and more. More than 250,000 people are expected to register for the four-day event, which will include 650+ sessions from researchers, developers and industry leaders in virtually every computing domain. GTC will also feature a fireside chat with Huang and OpenAI co-founder Ilya Sutskever, plus talks by DeepMind's Demis Hassabis, Stability AI's Emad Mostaque and many others.

"This is the most extraordinary moment we have witnessed in the history of AI," Huang said. "New AI technologies and rapidly spreading adoption are transforming science and industry, and opening new frontiers for thousands of new companies. This will be our most important GTC yet."

NVIDIA (NASDAQ: NVDA) today reported revenue for the third quarter ended October 30, 2022, of $5.93 billion, down 17% from a year ago and down 12% from the previous quarter. GAAP earnings per diluted share for the quarter were $0.27, down 72% from a year ago and up 4% from the previous quarter. Non-GAAP earnings per diluted share were $0.58, down 50% from a year ago and up 14% from the previous quarter.

"We are quickly adapting to the macro environment, correcting inventory levels and paving the way for new products," said Jensen Huang, founder and CEO of NVIDIA. "The ramp of our new platforms - Ada Lovelace RTX graphics, Hopper AI computing, BlueField and Quantum networking, Orin for autonomous vehicles and robotics, and Omniverse-is off to a great start and forms the foundation of our next phase of growth.

Rescale, the leader in high performance computing built for the cloud to accelerate engineering innovation, today announced it is teaming with NVIDIA to integrate the NVIDIA AI platform into Rescale's HPC-as-a-Service offering. The integration is designed to advance computational engineering simulation with AI and machine learning, helping enterprises commercialize new product innovations faster, more efficiently and at less cost.

Additionally, Rescale announced the world's first Compute Recommendation Engine (CRE) to power Intelligent Computing for HPC and AI workloads. Optimizing workload performance can be prohibitively complex as organizations seek to balance decisions among architectures, geographic regions, price points, scalability, service levels, compliance, and sustainability objectives. Developed using machine learning on NVIDIA architectures with infrastructure telemetry, industry benchmarks, and full-stack metadata spanning over 100 million production HPC workloads, Rescale CRE provides customers unprecedented insight to optimize overall performance.

NVIDIA's CEO has gone out on a limb during a video call with the media, where he claimed that Moore's Law is Dead, in response to the high asking price for its latest graphics cards. For those not familiar with Moore's law, it's an observation by Intel's Gordon Moore that says that transistors double in density inside dense integrated circuits every two years, while at the same time, the cost of computers are halved. The follow-on to this observation is that there's also a doubling of the performance every two years, if maintaining the same cost. This part doesn't quite hold true any more, due to all major foundries having increased the cost when using their cutting edge nodes. We're also reaching a point where it's getting increasingly difficult to shrink process nodes in semiconductor fabs. However, Jensen Huang's statement has nothing to do with the actual node shrinks, which makes his statement a bit flawed.

Jensen's focus seems to be on the latter half of Moore's law, the part related to semiconductors getting cheaper, which in turn makes computers cheaper. However, this hasn't been true for some time now and Jensen's argument in this case is that NVIDIA's costs of making semiconductors have gone up. Jensen is quoted as saying "A 12-inch wafer is a lot more expensive today than it was yesterday, and it's not a little bit more expensive, it is a ton more expensive," "Moore's Law is dead … It's completely over, and so the idea that a chip is going to go down in cost over time, unfortunately, is a story of the past." What he actually meant is that we shouldn't expect semiconductors to be as cheap as they've been in the past, although part of the issue NVIDIA is having is that their products have to be produced on cutting edge notes, which cost significantly more than more mature nodes. It'll be interesting to see if AMD can deliver graphics chips and cards with a more competitive price point than NVIDIA, as that would refute some of Jensen's claims.

NVIDIA CEO Jensen Huang in a call with the press today confirmed that Ada loses the NVLink connector. This marks the end of any possibility of explicit multi-GPU, and marks the complete demise of SLI (over a separate physical interface). Jensen stated that the reason behind removing the NVLink connector was because they needed the I/O for "something else," and decided against spending the resources to wire out an NVLink interface. NVIDIA's engineers also wanted to make the most out of the silicon area at their disposal to "cram in as much AI processing as we could". Jen-Hsun continued with "and also, because Ada is based on Gen 5, PCIe Gen 5, we now have the ability to do peer-to-peer cross-Gen 5 that's sufficiently fast that it was a better tradeoff". We reached out to NVIDIA to confirm and their answer is:

NVIDIAAda does not support PCIe Gen 5, but the Gen 5 power connector is included.

PCIe Gen 4 provides plenty of bandwidth for graphics usages today, so we felt it wasn't necessary to implement Gen 5 for this generation of graphics cards. The large framebuffers and large L2 caches of Ada GPUs also reduce utilization of the PCIe interface.

NVIDIA today unveiled the GeForce RTX 40 Series of GPUs, designed to deliver revolutionary performance for gamers and creators, led by its new flagship, the RTX 4090 GPU, with up to 4x the performance of its predecessor. The world's first GPUs based on the new NVIDIA Ada Lovelace architecture, the RTX 40 Series delivers massive generational leaps in performance and efficiency, and represents a new era of real-time ray tracing and neural rendering, which uses AI to generate pixels.

"The age of RTX ray tracing and neural rendering is in full steam, and our new Ada Lovelace architecture takes it to the next level," said Jensen Huang, NVIDIA's founder and CEO, at the GeForce Beyond: Special Broadcast at GTC. "Ada provides a quantum leap for gamers and paves the way for creators of fully simulated worlds. With up to 4x the performance of the previous generation, Ada is setting a new standard for the industry," he said.

NVIDIA just kicked off the GTC Autumn 2022 Keynote address that culminates in Project Beyond, the company's launch vehicle for its next-generation GeForce RTX 40-series graphics cards based on the "Ada" architecture. These are expected to nearly double the performance over the present generation, ushering in a new era of photo-real graphics as we inch closer to the metaverse. NVIDIA CEO Jensen Huang is expected to take center-stage to launch these cards.15:00 UTC: The show is on the road.15:00 UTC: AI remains the center focus, including how it plays with gaming.

Later today, NVIDIA CEO Jensen Huang will take centerstage at GTC to launch the next-generation GeForce RTX 40-series "Ada" graphics cards, in what is expected to be a pre-recorded stream, which may have been filmed earlier. This has been leaked, and we have our first picture of the NVIDIA GeForce RTX 4090 Founders Edition graphics card. Its design retains the dual-axial flow-through concept introduced with the RTX 30-series Founders Edition cards, where a fan on one side of the card draws in cooler air, passes it through the heatsink, and exhausts with the help of a second fan. There appear to be some refinements to the design of the fan-impellers, The card itself is 3 slots thick, much like the RTX 3090 Ti Founders Edition. The RTX 4080, positioned a notch below this card, was pictured earlier in its anti-static sleeve, and appears to feature an identical board design.

NVIDIA in its latest "Project Beyond" hype video confirmed the new logo of GeForce RTX, the company's main gaming GPU brand. While the NVIDIA "eye" itself is unchanged, the "GeForce" part has a new typeface with uniform size for all letters. The video just about confirms that Project Beyond is about the next-generation RTX 40-series "Ada." NVIDIA is expected to unveil the series on Tuesday (20th September), at a special event as part of GTC, with a keynote address by CEO Jensen Huang.

NVIDIA (NASDAQ: NVDA) today reported revenue for the second quarter ended July 31, 2022, of $6.70 billion, up 3% from a year ago and down 19% from the previous quarter. GAAP earnings per diluted share for the quarter were $0.26, down 72% from a year ago and down 59% from the previous quarter. Non-GAAP earnings per diluted share were $0.51, down 51% from a year ago and down 63% from the previous quarter.

"We are navigating our supply chain transitions in a challenging macro environment and we will get through this," said Jensen Huang, founder and CEO of NVIDIA. "Accelerated computing and AI, the pioneering work of our company, are transforming industries. Automotive is becoming a tech industry and is on track to be our next billion-dollar business. Advances in AI are driving our Data Center business while accelerating breakthroughs in fields from drug discovery to climate science to robotics.

NVIDIA (NASDAQ: NVDA) today announced selected preliminary financial results for the second quarter ended July 31, 2022. Second quarter revenue is expected to be approximately $6.70 billion, down 19% sequentially and up 3% from the prior year, primarily reflecting weaker than forecasted Gaming revenue. Gaming revenue was $2.04 billion, down 44% sequentially and down 33% from the prior year. Data Center revenue was $3.81 billion, up 1% sequentially and up 61% from the prior year.

The shortfall relative to the May revenue outlook of $8.10 billion was primarily attributable to lower sell-in of Gaming products reflecting a reduction in channel partner sales likely due to macroeconomic headwinds. In addition to reducing sell-in, the company implemented pricing programs with channel partners to reflect challenging market conditions that are expected to persist into the third quarter.

Yesterday, NVIDIA announced its next-generation Hopper architecture designed for data center applications and workloads. There is always a question of availability, as the previous period showed everyone that the supply chain is overbooked and semiconductors are in very high demand. During the Q&A press session today, NVIDIA's CEO, Jensen Huang, tried to answer as many questions as possible. However, an exciting topic arose regarding the potential collaboration with Intel. As a part of Intel's IDM 2.0 strategy, the company plans to offer its chip manufacturing capabilities to the third-party companies willing to make efforts and port their designs to Intel's semiconductor nodes. NVIDIA, one of the largest TSMC customers, could be a new Intel customer. Below, we compiled a few quotes that highlight Jensen Huang's opinions, taking the quotes from Tom's Hardware.

NVIDIA CEO Jensen HuangOur strategy is to expand our supply base with diversity and redundancy at every single layer. At the chip layer, at the substrate layer, the system layer, at every single layer. We've diversified the number of nodes, we've diversified the number of foundries, and Intel is an excellent partner of ours[…]. They're interested in us using their foundries, and we're very interested in exploring it. [...] I am encouraged by the work that is done at Intel, I think this is a direction they have to go, and we're interested in looking at their process technology. Our relationship with Intel is quite long; we work with them across a whole lot of different areas, every single PC, every single laptop, every single PC, supercomputer, we collaborate. [...] We have been working closely with Intel, sharing with them our roadmap long before we share it with the public, for years. Intel has known our secrets for years. AMD has known our secrets for years. We are sophisticated and mature enough to realize that we have to collaborate.[...] We share roadmaps, of course, under confidentiality and a very selective channel of communications. The industry has just learned how to work in that way.

NVIDIA (NASDAQ: NVDA) today reported record revenue for the fourth quarter ended January 30, 2022, of $7.64 billion, up 53 percent from a year ago and up 8 percent from the previous quarter. Gaming, Data Center and Professional Visualization market platforms each achieved record revenue for the quarter and year. GAAP earnings per diluted share for the quarter were a record $1.18, up 103 percent from a year ago and up 22 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.32, up 69 percent from a year ago and up 13 percent from the previous quarter.

For fiscal 2022, revenue was a record $26.91 billion, up 61 percent from $16.68 billion a year ago. GAAP earnings per diluted share were a record $3.85, up 123 percent from $1.73 a year ago. Non-GAAP earnings per diluted share were $4.44, up 78 percent from $2.50 a year ago. "We are seeing exceptional demand for NVIDIA computing platforms," said Jensen Huang, founder and CEO of NVIDIA. "NVIDIA is propelling advances in AI, digital biology, climate sciences, gaming, creative design, autonomous vehicles and robotics - some of today's most impactful fields.

NVIDIA today announced that it will host its GTC 2022 conference virtually from March 21-24, with a news-filled keynote by its founder and CEO Jensen Huang and more than 900 sessions from 1,400 speakers, including some of the world's top researchers and industry leaders in AI, high performance computing and graphics. Huang's keynote will be live-streamed on Tuesday, March 22, at 8 a.m. Pacific time. This GTC will focus on accelerated computing, deep learning, data science, digital twins, networking, quantum computing and computing in the data center, cloud and edge. There will be more than 20 dedicated sessions on how AI can help visualize and further climate science.

"As one of the world's leading AI conferences, GTC provides a singular opportunity to help solve huge challenges and redefine the future for developers, researchers and decision-makers across industries, academia, business and government," said Greg Estes, vice president of Developer Programs at NVIDIA. "There's a mother lode of content and opportunities for attendees of all levels to deepen their knowledge and make new connections."

EU antitrust regulators have paused their probe into NVIDIA's proposed $40 billion acquisition of ARM as they await further information. This takeover which would be the largest chip merger in history is now "highly unlikely" according to analysts as regulators from the FTC in the US are suing to block the deal. The UK's Competition and Markets Authority (CMA) is also undergoing an in-depth investigation to discover potential national security risks and competition concerns. These competition concerns are shared by the FTC who state that the acquisition would stifle innovation in next-generation technologies and would distort Arm's incentives to benefit NVIDIA by undermining rivals. NVIDIA has originally hoped to complete the deal within 2 years however this timeline is now unachievable as noted by CEO Jensen Huang in August.

NVIDIA today reported record revenue for the third quarter ended October 31, 2021, of $7.10 billion, up 50 percent from a year earlier and up 9 percent from the previous quarter, with record revenue from the company's Gaming, Data Center and Professional Visualization market platforms. GAAP earnings per diluted share for the quarter were $0.97, up 83 percent from a year ago and up 3 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.17, up 60 percent from a year ago and up 13 percent from the previous quarter.

"The third quarter was outstanding, with record revenue," said Jensen Huang, founder and CEO of NVIDIA. "Demand for NVIDIA AI is surging, driven by hyperscale and cloud scale-out, and broadening adoption by more than 25,000 companies. NVIDIA RTX has reinvented computer graphics with ray tracing and AI, and is the ideal upgrade for the large, growing market of gamers and creators, as well as designers and professionals building home workstations.

NVIDIA today announced NVIDIA Omniverse Avatar, a technology platform for generating interactive AI avatars. Omniverse Avatar connects the company's technologies in speech AI, computer vision, natural language understanding, recommendation engines and simulation technologies. Avatars created in the platform are interactive characters with ray-traced 3D graphics that can see, speak, converse on a wide range of subjects, and understand naturally spoken intent.

Omniverse Avatar opens the door to the creation of AI assistants that are easily customizable for virtually any industry. These could help with the billions of daily customer service interactions—restaurant orders, banking transactions, making personal appointments and reservations, and more—leading to greater business opportunities and improved customer satisfaction. "The dawn of intelligent virtual assistants has arrived," said Jensen Huang, founder and CEO of NVIDIA. "Omniverse Avatar combines NVIDIA's foundational graphics, simulation and AI technologies to make some of the most complex real-time applications ever created. The use cases of collaborative robots and virtual assistants are incredible and far reaching."

NVIDIA today announced that it will host a global, virtual GTC from Nov. 8-11, featuring a news-filled keynote by NVIDIA founder and CEO Jensen Huang and talks from some of the world's preeminent AI research and industry leaders. Huang's keynote will be livestreamed on Nov. 9 at 9 a.m. Central European Time/4 p.m. China Standard Time/12 a.m. Pacific Daylight Time, with a rebroadcast at 8 a.m. PDT for viewers in the Americas. Registration is free and is not required to view the keynote.

More than 200,000 developers, innovators, researchers and creators are expected to register for the event, which will focus on deep learning, data science, high performance computing, robotics, data center/networking and graphics. Speakers share the latest breakthroughs that are transforming some of the world's largest industries, such as healthcare, transportation, manufacturing, retail and finance.

NVIDIA CEO Jensen Huang has been selected as one of only seven individuals to receive their own cover for the upcoming print edition of the TIME 100 Most Influential People of 2021. The Taiwanese-American earned a master's degree in electrical engineering from Stanford University in 1992 before co-founding NVIDIA in 1993 where he now holds the role of CEO. He has been described as one of the most technically savvy CEOs by Andrew Ng who is a founder of DeepLearning.AI and has written about Jensen for Time.

When Jensen directed NVIDIA to focus on GPU development in 2003 there was considerable skepticism however the gamble has paid off with the company holding a market-leading position and recording profits in the billions. This latest award will add to the numerous already received by him including the Robert N. Noyce Award from the Semiconductor Industry Association and an honorary doctorate from the National Taiwan University. The special 2021 print edition of TIME 100 Most Influential People will be available to purchase from September 17th.

In his Q2-FY2022 Results call, NVIDIA CEO Jensen Huang commented that he expects the ongoing chip supply situation to remain bad for the most part of 2022. "Meanwhile, we have and are securing pretty significant long-term supply commitments as we expand into all these different markets initiatives that we've set ourselves up for. And I so I think—I would expect that we will see a supply contained environment for the vast majority of next year is my guess at the moment," he said.

His comments are telling, as NVIDIA relies heavily on cutting edge silicon fabrication nodes for its logic products, such as GPUs, HPC processors, and vehicle SoCs. 2022 will see NVIDIA introduce its "Lovelace" graphics architecture, powering the GeForce RTX 40-series GPUs; as well as a variant powering next-generation HPC processors. The company is looking to design its chips for TSMC's 5 nm silicon fabrication process, unless Samsung can fix its 5 nm-class foundry woes in time, and win back the company.

NVIDIA (NASDAQ: NVDA) today reported record revenue for the second quarter ended August 1, 2021, of $6.51 billion, up 68 percent from a year earlier and up 15 percent from the previous quarter, with record revenue from the company's Gaming, Data Center and Professional Visualization platforms. GAAP earnings per diluted share for the quarter were $0.94, up 276 percent from a year ago and up 24 percent from the previous quarter. Non-GAAP earnings per diluted share were $1.04, up 89 percent from a year ago and up 14 percent from the previous quarter.

"NVIDIA's pioneering work in accelerated computing continues to advance graphics, scientific computing and AI," said Jensen Huang, founder and CEO of NVIDIA. "Enabled by the NVIDIA platform, developers are creating the most impactful technologies of our time - from natural language understanding and recommender systems, to autonomous vehicles and logistic centers, to digital biology and climate science, to metaverse worlds that obey the laws of physics.

The Semiconductor Industry Association (SIA) today announced Jensen Huang, founder and CEO of NVIDIA and a trailblazer in building accelerated computing platforms, is the 2021 recipient of the industry's highest honor, the Robert N. Noyce Award. SIA presents the Noyce Award annually in recognition of a leader who has made outstanding contributions to the semiconductor industry in technology or public policy. Huang will accept the award at the SIA Awards Dinner on Nov. 18, 2021.

"Jensen Huang's extraordinary vision and tireless execution have greatly strengthened our industry, revolutionized computing, and advanced artificial intelligence," said John Neuffer, SIA president and CEO. "Jensen's accomplishments have fueled countless innovations—from gaming to scientific computing to self-driving cars—and he continues to advance technologies that will transform our industry and the world. We're pleased to recognize Jensen with the 2021 Robert N. Noyce Award for his many achievements in advancing semiconductor technology."

NVIDIA today announced it is turbocharging the NVIDIA HGX AI supercomputing platform with new technologies that fuse AI with high performance computing, making supercomputing more useful to a growing number of industries.

To accelerate the new era of industrial AI and HPC, NVIDIA has added three key technologies to its HGX platform: the NVIDIA A100 80 GB PCIe GPU, NVIDIA NDR 400G InfiniBand networking, and NVIDIA Magnum IO GPUDirect Storage software. Together, they provide the extreme performance to enable industrial HPC innovation.