- Unprecedented demand for accelerated computing and AI: Driven by the rise of large language models (LLMs) and generative AI, demand for NVIDIA's products continues to surge across all customer segments, including cloud, consumer internet, and enterprise.
- Blackwell architecture poised for success: NVIDIA's new Blackwell architecture, offering unprecedented data center scale and customization, is facing strong demand and is expected to be supply constrained well into the next fiscal year.
- Software and networking as key growth drivers: NVIDIA's software platform is playing a crucial role in enabling enterprises to adopt AI, and the networking business is expected to grow alongside the compute business, fueled by the demand for high-speed data transfer in AI workloads.
- Edge computing as an emerging opportunity: Edge AI and inference at the edge are expected to become increasingly important, driven by applications such as autonomous vehicles and robotics. NVIDIA is well-positioned to capitalize on this trend with its edge computing solutions and software offerings.
- Sovereign AI driving global demand: Countries around the world are investing heavily in developing their own AI capabilities, leading to a surge in demand for NVIDIA's products from foreign governments and regional cloud service providers.
