Let's try this again...
Edited Transcript of NVDA earnings conference call or presentation 9-Nov-17 10:00pm GMT:
https://finance.yahoo.com/news/edite...054046030.html
Quote:
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Colette M. Kress, NVIDIA Corporation - Executive VP & CFO [3]
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Thanks, Simona. We had an excellent quarter with record revenue in each of our 4 market platforms. And every measure of profit hit record levels, reflecting the leverage of our model. Data center revenue of $501 million more than doubled from a year ago and the strong adoption of our Volta platform and early traction with our inferencing portfolio.
Q3 revenue reached $2.64 billion, up 32% from a year earlier, up 18% sequentially and well above our outlook of $2.35 billion. From a reporting segment perspective, GPU revenue grew 31% from last year to $2.22 billion. Tegra processor revenue rose 74% to $419 million.
Let's start with our gaming business. Gaming revenue was $1.56 billion, up 25% year-on-year and up 32% sequentially. We saw robust demand across all regions and form factors. Our Pascal-based GPUs remained the platform of choice for gamers as evidenced by our strong demand for GeForce GTX 10-Series products. We introduced the GeForce GTX 1070 Ti, which became available last week. It complements our strong holiday lineup ranging from the entry-level GTX 1050 to our flagship GTX 1080 Ti.
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Take a second look at the bolded part of the above quote.
The Data Center space is where sales of Nvidia GPUs is experiencing the most growth.
I think the reason this is so is because right now it's "race on" in the development of AI/deep learning arena --
and at least right now -- Nvidia GPUs are a big part of that.
I suspect the shortage of high end GPUs on the shelves is because demand for GPUs in the Data Center space for the quarter just ended (but not yet reported) may have caught Nvidia by surprise.
We'll know in a few weeks when they report earnings again.
-jp
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