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Investor Day 2015: The Expansion of Visual Computing

NVIDIA CEO Jen-Hsun Huang walked through how his company expands across five primary business segments in visual computing: gaming, auto, enterprise, HPC & Cloud, OEM & IP. He also reviewed the year-over-year revenue by market and platform, and also the associated winning strategies.

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Investor Day 2015: The Expansion of Visual Computing

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  1. THE EXPANSION OF VISUAL COMPUTING JEN-HSUN HUANG | MARCH 17, 2015

  2. HPC & CLOUD OEM & IP GAMING AUTO ENTERPRISE THE WORLD LEADER IN VISUAL COMPUTING

  3. REVENUE BY MARKET — Y-Y HPC & CLOUD OEM & IP GAMING AUTO ENTERPRISE 4% 53% 85% 2400 200 900 300 1600 36% -13% 1800 150 675 225 1200 1200 100 450 150 800 600 50 225 75 400 0 0 0 0 0 FY14 FY15 FY14 FY15 FY14 FY15 FY14 FY15 FY14 FY15 (in millions)

  4. REVENUE BY PLATFORM — Y-Y PC DATA CENTER MOBILE 8% 45% 360 3600 600 60% 2700 240 400 1800 120 200 900 0 0 0 FY14 FY15 FY14 FY15 FY14 FY15 (in millions)

  5. WINNING STRATEGIES Focus on few, large vertical markets where NVIDIA’s visual computing expertise is essential Record Revenue: $4.7B Engage deeply with vertical markets and offer platforms of great value Record Margins: 55.5% Invent GPU-accelerated cloud computing Data Center growth: 60% Y-Y Leverage mobile to revolutionize Auto and Gaming Mobile growth: 45% Y-Y

  6. FOCUS ON VISUAL COMPUTING GeForce for PC Gaming $27B PC gaming market growing at 8% CAGR #1 PC gaming platform $2B business, 17% CAGR last 4 years 57M installs GameWorks Source: DFC

  7. INVENT GPU- ACCELERATED CLOUD vGPU for Enterprise Virtualization Revolutionary virtual graphics platform for data centers 225M design professionals 1,800 deployed/pilots/trials: +80% Y-Y

  8. REVOLUTIONIZE AUTO NVIDIA DRIVE: Tomorrow’s cars, today The most advanced car computer $200M growing 50% annually Global interest in deep learning for autonomous driving

  9. REVOLUTIONIZE TV SHIELD Android TV console First 4K smart TV device Great games for every living room 40M OTT STB growing 50% annually Source: Gartner

  10. IP World’s Most Advanced GPU 7,300+ patent assets June 22/23: ITC hearing regarding Samsung/Qualcomm; Decision early Oct. Fundamental Graphics Patents 700 600 500 400 300 200 100 0 NVIDIA Intel AMD Samsung Pixar Apple

  11. NEW STRATEGY EXPANDS TAM From $5B GPU to $100B gaming market Gaming From $5B processor to $35B car computer market Auto $1.5B professional designers $5B enterprise virtualization Enterprise HPC & Cloud $5B data center

  12. HPC & CLOUD OEM & IP GAMING AUTO ENTERPRISE THE WORLD LEADER IN VISUAL COMPUTING

  13. THANK YOU

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