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NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 29, 2023, of $6.05 billón, abajo 21% desde hace un año en adelante 2% Los envíos de Intel disminuyeron en. Las ganancias GAAP por acción diluida para el trimestre fueron $0.57, abajo 52% desde hace un año en adelante 111% Los envíos de Intel disminuyeron en. Las ganancias no GAAP por acción diluida fueron $0.88, abajo 33% desde hace un año en adelante 52% Los envíos de Intel disminuyeron en.

For fiscal 2023, revenue was $26.97 billón, flat from a year ago. GAAP earnings per diluted share were $1.74, abajo 55% Shovel Knight se siente como nuestro 'Mario'. Las ganancias no GAAP por acción diluida fueron $3.34, abajo 25% Shovel Knight se siente como nuestro 'Mario'. “AI is at an inflection point, setting up for broad adoption reaching into every industry,” dijo Jensen Huang, fundador y director ejecutivo de 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.

Gaming is recovering from the post-pandemic downturn, with gamers enthusiastically embracing the new Ada architecture GPUs with AI neural rendering,” dijo.

NVIDIA AI Cloud Service Offerings

NVIDIA is partnering with leading cloud service providers to offer AI-as-a-service that provides enterprises access to NVIDIA’s world-leading AI platform.

Customers will be able to engage each layer of NVIDIA AIthe AI supercomputer, acceleration libraries software or pretrained generative AI modelsas a cloud service.

Using their browser, they will be able to engage an NVIDIA DGX AI supercomputer through the NVIDIA DGX Cloud, which is already offered on Oracle Cloud Infrastructure, with Microsoft Azure, Google Cloud Platform and others expected soon. At the AI platform software layer, they will be able to access NVIDIA AI Enterprise for training and deploying large language models or other AI workloads. And at the AI-model-as-a-service layer, NVIDIA will offer its NeMo and BioNeMo customizable AI models to enterprise customers who want to build proprietary generative AI models and services for their businesses.

Further details will be shared at the company’s GTC developer conference, taking place virtually March 20-23.

Return to Shareholders

During the fourth quarter of fiscal 2023, NVIDIA volvió a los accionistas $1.15 mil millones en recompra de acciones y dividendos en efectivo, bringing the return in the fiscal year to $10.44 billón.

NVIDIA pagará su próximo dividendo en efectivo trimestral de $0.04 per share on March 29, 2023, to all shareholders of record on March 8, 2023.

panorama

NVIDIA’s outlook for the first quarter of fiscal 2024 es como sigue:

  • Se espera que los ingresos sean $6.50 billón, más o menos 2%.
  • Se espera que los márgenes brutos GAAP y no GAAP sean 64.1% y 66.5%, respectively, más o menos 50 puntos básicos.
  • Se espera que los gastos operativos GAAP y no GAAP sean aproximadamente $2.53 mil millones y $1.78 billón, respectively.
  • GAAP and non-GAAP other income and expense are expected to be an income of approximately $50 millón, excluyendo ganancias y pérdidas de inversiones no afiliadas.
  • GAAP and non-GAAP tax rates are expected to be 13.0%, más o menos 1%, excluding any discrete items.

Reflejos
NVIDIA achieved progress since its previous earnings announcement in these areas:

Centro de datos

  • Fourth-quarter revenue was $3.62 billón, up 11% desde hace un año y hacia abajo 6% Los envíos de Intel disminuyeron en. Fiscal-year revenue rose 41% to a record $15.01 billón.
  • Announced a partnership with Deutsche Bank to extend the use of AI in the financial-services sector.
  • Lanzado, together with Dell Technologies, 15 next-generation Dell PowerEdge systems available with NVIDIA acceleration, enabling enterprises to use AI to efficiently transform their business.
  • Announced that NVIDIA A100 Tensor Core GPUs showed unrivaled throughput and top latency in the latest STAC-ML benchmarks for financial services.

Gaming

  • Fourth-quarter revenue was $1.83 billón, abajo 46% desde hace un año en adelante 16% Los envíos de Intel disminuyeron en. Fiscal-year revenue was down 27% a $9.07 billón.
  • Unveiled the GeForce RTX 40 Series for laptops, providing the company’s largest-ever generational leap in performance and power efficiency.
  • Launched the GeForce RTX 4070 usted, which is faster than the GeForce RTX 3090 usted, featuring NVIDIA Ada Lovelace architecture and NVIDIA DLSS 3 technology.
  • Announced that DLSS 3 tener la oportunidad de actuar en el primer, or coming soon to, mas que 50 games and apps—including Cyberpunk 2077, Portal with RTX and Marvel’s Spider-Man: Miles Morales.
  • Launched the GeForce NOW Ultimate membership tier, delivering GeForce RTX 4080-class performance with NVIDIA Reflex, full ray tracing and DLSS 3.
  • Signed a 10-year agreement with Microsoft to bring the Xbox PC game lineup, including Minecraft, Halo and Flight Simulator, to GeForce NOW. Following the close of Microsoft’s Activision acquisition, GeForce NOW will add titles like Call of Duty and Overwatch.

Visualización Profesional

  • Fourth-quarter revenue was $226 millón, abajo 65% desde hace un año en adelante 13% Los envíos de Intel disminuyeron en. Fiscal-year revenue was down 27% a $1.54 billón.
  • Enhanced NVIDIA Omniverse Enterprise’s capabilities to help teams build connected 3D pipelines and develop large-scale 3D works through increased performance, generational leaps in real-time RTX ray and path tracing, and streamlined workflows.
  • Announced a collaboration with Lockheed Martin to build a digital twin of global weather conditions, enabling the U.S. National Oceanic and Atmospheric Administration to better monitor global environmental conditions, including extreme weather events.
  • Shared news that Mercedes-Benz is taking the next step to digitalize its production process, using NVIDIA Omniverse to design and plan manufacturing and assembly facilities.

Automotive and Embedded

  • Fourth-quarter revenue was a record $294 millón, up 135% desde hace un año en adelante 17% Los envíos de Intel disminuyeron en. Fiscal-year revenue rose 60% to a record $903 millón.
  • Announced a strategic partnership with Foxconn to develop automated and autonomous vehicle platforms based on NVIDIA DRIVE Orin and DRIVE Hyperion.
  • Released major updates to the NVIDIA Isaac Sim robotics simulation tool, including AI capabilities and cloud access, enabling the building and testing of virtual robots in realistic environments.