2. FY14 Gross Margin. All CAGRs are FY10 to FY14.
55% GROSS MARGINS
Focus where visual computing is valued
and innovate beyond components
PC: 9% CAGRFocus on specialty PCs (Gaming & Design)
CLOUD: 64% CAGR
MOBILE: 48% CAGR
Revolutionize cloud and mobile by
leveraging visual computing specialty
>7,000 PATENT ASSETS
Create value with
groundbreaking inventions
Focus on Visual ComputingBusiness Highlights
3. World Leader in Visual Computing
DESIGN and
VISUALIZATION
GAMING HPC and
DATA CENTER
AUTO and
SMART DEVICES
IP GRAPHICS CARDS SYSTEMSGPUs and SOCs
4. LEVERAGING
RESOURCES
Our two business lines — GPU
and Tegra Processor — leverage
a single, unified architecture.
On this foundation, we build
technologies for each of the major
computing platforms — PC, cloud,
mobile.
We create differentiated brands to
target large markets — Gaming,
Design and Visualization, HPC and
Data Center, Auto and Smart
Devices — where visual computing
is deeply valued.
9. Unify GPU — Leveraged Investment
TEGRA
AUTO
GRID
TESLA
GPU
10. TEGRA —
THE PLATFORM FOR
ANDROID GAMING
SOURCE: Android gaming: DFC.
Android Gaming: $12B in 2 yrs
$0
$3
$6
$9
$12
2012 2013 2014 2015 2016
Billions
“We can take absolutely anything
that runs on PC or high-end
console and run it on Tegra… I
didn’t think that’d be at this level
on mobile for another 3-4 years.”
— Tim Sweeney, Founder, EPIC Games
11. SOURCE: Global car production: LMC Automotive.
The World’s First Car
Supercomputer
TEGRA —
TOMORROW’S CAR, TODAY
Global Car Production
0
20
40
60
80
100
2012 2013 2014 2015 2016
FY14: Won $1.9B
41 Models • 16M Cars
Millions
15. “10 OF TOP 10”
1,104
5,379
0
1,000
2,000
3,000
4,000
5,000
6,000
2010 2015
TESLA —
ACCELERATING MOMENTUM
IN HPC & DATA CENTER
CUDA for
Machine Learning
A Torrent
of Unstructured Data
ExabytesofData
SOURCE: Green500 list November 2013. Data growth: IDC's Digital Universe Study.
“IBM-NVIDIA Deal Latest in
Hot Supercomputer Sector”
— Wall Street Journal
16. 45
466
0
100
200
300
400
500
Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb
10X Growth in 1 Year
GRID Trials Worldwide
GRID —
ENABLING END-TO-END
ENTERPRISE VIRTUALIZATION
SOURCE: NVIDIA KPI measuring GRID traction.
17. 0
1000
2000
3000
4000
5000
6000
7000
SOURCE: Fundamental graphics patents: U.S. Patent Office.
Fundamental
Graphics Patents
INVENTOR of
GPU • GPGPU • Programmable Shading
IP —
LICENSING THE
WORLD’s BEST GPU
Target Vertically
Integrated OEMs Building
Differentiated Devices
2B+ Devices per Year
0
100
200
300
400
500
600
Patent Portfolio Growth
18. NVIDIA Opened a Huge
Market for Visual Computing
~$100B Gaming MarketGeForce & Tegra Gaming
~100M CarsTegra for Auto
~500M Enterprise WorkersGRID for Enterprise Virtualization
Big Data Grows 5X in 5 yrsTesla for Machine Learning
Investment Thesis