Introduces Nvidia's strong Q4 results driven by 75% revenue growth in data center business with 95% market share and 75% gross margins.
Host
Jensen Huang
AI demand is really strong and diverse, coming from everywhere. AI has gone through its third inflection point, with computing demand 'off the charts' due to new agentic systems.
Asks about customer composition beyond hyperscalers, noting they make up half of data center spending but other customers are growing quickly.
Host
Jensen Huang
AI is a new way of doing software affecting every industry. Nvidia is the computing platform for every cloud, model, and scientific domain, seeing success with regional cloud providers, enterprises, autonomous vehicles, and scientific computing.
Notes Nvidia's dominant market position faces competition from AMD and others, but Nvidia is responding with new chips like Vera Rubin in second half of fiscal year to maintain share.