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Jen-Hsun Huang, CEO & Co-founder
ANNUAL INVESTOR DAY
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
World Leader in Visual Computing
DESIGN and
VISUALIZATION
GAMING HPC and
DATA CENTER
AUTO and
SMART DEVICES
IP GRAPHICS CARDS SYSTEMSGPUs and SOCs
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.
0
50
100
150
200
250
300
350
400
FY10 FY14
0
500
1000
1500
2000
2500
3000
3500
FY10 FY14
(Revenue, in millions)
PC Platform Mobile Platform HPC & Data Center
+9% CAGR +48% CAGR +64% CAGR
Growth in All Platforms
0
20
40
60
80
100
120
140
160
180
200
FY10 FY14
0
50
100
150
200
250
300
350
400
FY10 FY14
Growth by Business
GPU Tegra Processor
+11% CAGR +48% CAGR
(Revenue, in millions)
0
500
1000
1500
2000
2500
3000
3500
4000
FY10 FY14
Tegra — Establishing
Our Position in Mobile
Unify Architecture Lead New MarketsPlay to our Strengths:
GPU, Games, Brand
Unify GPU & Tegra Architecture
MOBILE
ARCHITECTURE
Maxwell
Kepler
Tesla
Fermi
Tegra 3
Tegra 4
Tegra K1
GPU
ARCHITECTURE
Tegra K1
Unify GPU — Leveraged Investment
TEGRA
AUTO
GRID
TESLA
GPU
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
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 $1.9B
41 Models • 16M Cars
Millions
VISUAL COMPUTING
— BEYOND CHIPS
CUDA
GAMEWORKS
IRAY
GEFORCE EXPERIENCE
10
20
30
40
50
60
70
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
GEFORCE —
DRIVING NEXT-GEN PC GAMING
Billions$
 30M installs
 2M games/month optimized
 1.8M hours captured
0%
10%
20%
30%
40%
50%
60%
70%
2010 2011 2012 2013
Gamers’ Choice
Discrete GPU Share
PC
Console
Portable
Mobile
PC and Mobile Gaming — Largest & Fastest Growing
SOURCE: Gaming software, DFC. GPU market share: Mercury Research.
-
200
400
600
800
1,000
1,200
2012 2013 2014 2015 2016 2017
Units(thousands)
3D Printing Revolution
95% CAGR
QUADRO —
REVOLUTIONIZING
DESIGN & VISUALIZATION
SOURCE: 3D Printing: Gartner.
IRAY ECOSYSTEM
Bunkspeed
Maya
Catia
3ds Max
IRAY VCA
“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
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.
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
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
Appendix
RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES
(in millions)
FY2010 FY2014
Graphics Processing Unit (GPU) excluding chipset revenue $2,298 $3,454
Chipset revenue 872 14
GPU revenue $3,170 $3,468
FY2010 FY2014
Tegra Processor excluding game console related revenue $79 $378
Game console related revenue 77 20
Tegra Processor revenue $156 $398

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NVIDIA Business Overview as Presented by Jen-Hsun Huang, CEO & Co-founder's at NVIDIA's 2014 Annual Investor Day

  • 1. Jen-Hsun Huang, CEO & Co-founder ANNUAL INVESTOR DAY
  • 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.
  • 5. 0 50 100 150 200 250 300 350 400 FY10 FY14 0 500 1000 1500 2000 2500 3000 3500 FY10 FY14 (Revenue, in millions) PC Platform Mobile Platform HPC & Data Center +9% CAGR +48% CAGR +64% CAGR Growth in All Platforms 0 20 40 60 80 100 120 140 160 180 200 FY10 FY14
  • 6. 0 50 100 150 200 250 300 350 400 FY10 FY14 Growth by Business GPU Tegra Processor +11% CAGR +48% CAGR (Revenue, in millions) 0 500 1000 1500 2000 2500 3000 3500 4000 FY10 FY14
  • 7. Tegra — Establishing Our Position in Mobile Unify Architecture Lead New MarketsPlay to our Strengths: GPU, Games, Brand
  • 8. Unify GPU & Tegra Architecture MOBILE ARCHITECTURE Maxwell Kepler Tesla Fermi Tegra 3 Tegra 4 Tegra K1 GPU ARCHITECTURE Tegra K1
  • 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 $1.9B 41 Models • 16M Cars Millions
  • 12. VISUAL COMPUTING — BEYOND CHIPS CUDA GAMEWORKS IRAY GEFORCE EXPERIENCE
  • 13. 10 20 30 40 50 60 70 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 GEFORCE — DRIVING NEXT-GEN PC GAMING Billions$  30M installs  2M games/month optimized  1.8M hours captured 0% 10% 20% 30% 40% 50% 60% 70% 2010 2011 2012 2013 Gamers’ Choice Discrete GPU Share PC Console Portable Mobile PC and Mobile Gaming — Largest & Fastest Growing SOURCE: Gaming software, DFC. GPU market share: Mercury Research.
  • 14. - 200 400 600 800 1,000 1,200 2012 2013 2014 2015 2016 2017 Units(thousands) 3D Printing Revolution 95% CAGR QUADRO — REVOLUTIONIZING DESIGN & VISUALIZATION SOURCE: 3D Printing: Gartner. IRAY ECOSYSTEM Bunkspeed Maya Catia 3ds Max IRAY VCA
  • 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
  • 20. RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES (in millions) FY2010 FY2014 Graphics Processing Unit (GPU) excluding chipset revenue $2,298 $3,454 Chipset revenue 872 14 GPU revenue $3,170 $3,468 FY2010 FY2014 Tegra Processor excluding game console related revenue $79 $378 Game console related revenue 77 20 Tegra Processor revenue $156 $398