Jensen Huang AI has entered the era of accelerated computing and generative computing

Mondo Technology Updated on 2024-02-22

On February 21, U.S. time, Nvidia (NVIDIA), the world's leading artificial intelligence and graphics processor company, released its financial report for the fourth quarter and full year of fiscal year 2024, showing that its revenue and profit both hit a record high, far exceeding market expectations, of which AI-related data center business revenue increased by an astonishing 409% year-on-year. Nvidia CEO Jensen Huang said after the earnings release that AI has entered a new era dominated by accelerated computing and generative technologies, and the demand for this is exploding in various industries around the world. After the release of Nvidia's earnings report, its stock price sharply exceeded $700 in after-hours trading, refreshing a new all-time high.

According to the financial report, NVIDIA's revenue in the fourth quarter of fiscal 2024 was $22.1 billion, an increase of 265% year-on-year and 22% quarter-on-quarter; Net profit was 122$8.5 billion, up 769% year-over-year and 25% quarter-on-quarter. Both of these figures exceeded analysts' previous figures, which were about 10% and 20% higher, respectively. Nvidia's full-year fiscal 2024 revenue was $60.9 billion, an increase of 126% year-over-year; Net profit was 274$500 million, an increase of 172% year-on-year. It's also Nvidia's best performance ever.

Among NVIDIA's various business segments, the data center business is undoubtedly the most eye-catching highlight. The business mainly provides high-end graphics processing units (GPUs) and related software and services for cloud computing, artificial intelligence, high-performance computing and other fields. According to the financial report, NVIDIA's data center business revenue in the fourth quarter of fiscal year 2024 was $18.4 billion, an increase of 409% year-on-year and 27% quarter-on-quarter; Full-year revenue was $47.5 billion, up 217% year-over-year. This strong growth was driven by a number of new products and technologies launched by NVIDIA over the past year, including the A100 and A30 GPUs based on the Ampere architecture, as well as the Grace CPUs and Bluefield DPUs for large-scale training and inference. These products and technologies provide NVIDIA's customers with higher performance, lower costs, and greater flexibility to meet the huge demand for accelerated computing in the field of artificial intelligence.

Nvidia's other core business, the gaming business, has also shown solid growth. The business mainly provides high-performance GPUs and related software and services to gamers and developers. According to the financial report, Nvidia's game business revenue in the fourth quarter of fiscal year 2024 was $2.9 billion, an increase of 56% year-on-year and 10% quarter-on-quarter; Full-year revenue was $10.4 billion, up 15% year-over-year. This growth was driven by a number of new products and technologies launched by NVIDIA over the past year, including Ampere-based RTX 30-series GPUs and GeForce Now services for cloud gaming. These products and technologies provide NVIDIA's customers with higher image quality, a smoother experience, and a wider range of options to meet the high standards of graphics processing in the gaming industry.

Nvidia's other businesses, including the professional vision business and the automotive business, also grew to varying degrees. The professional vision business mainly provides high-end GPUs and related software and services for design, manufacturing, medical, education and other fields. According to the financial report, Nvidia's professional vision business revenue in the fourth quarter of fiscal 2024 was 3$700 million, up 30% year-over-year and 13% sequentially; The annual revenue was 12$600 million, an increase of 3% year-over-year. This growth was driven by a number of new products and technologies launched by NVIDIA over the past year, including Ampere-based RTX A6000 and A40 GPUs, as well as the Omniverse platform for virtual reality and augmented reality. These products and technologies provide NVIDIA's customers with greater efficiency, creativity, and collaboration to meet the diverse needs of professional vision for graphics processing.

The automotive business mainly provides AI-based autonomous driving and intelligent cockpit solutions for automobile manufacturers and manufacturers. According to the financial report, Nvidia's automotive business revenue for the fourth quarter of fiscal 2024 was 1$4.5 billion, up 16% year-over-year and 15% sequentially; The annual revenue was 4$5.5 billion, down 23% year-on-year. This decline was mainly due to the negative impact of the coronavirus pandemic on the automotive industry, which led to a decline in vehicle sales and project delays. However, with the gradual easing of the epidemic and the gradual recovery of the auto market, NVIDIA's automotive business is also expected to resume growth. In the past year, NVIDIA has launched a number of new products and technologies, including the Orin SoC based on the Euler architecture, as well as the Drive AGX platform for autonomous driving and the Drive ix platform for intelligent cockpits. These products and technologies provide NVIDIA's customers with higher performance, lower power consumption, and enhanced security to meet the growing demand for artificial intelligence in the automotive sector.

After the release of Nvidia's earnings report, its stock price sharply exceeded $700 in after-hours trading, refreshing a new all-time high. At press time, Nvidia's stock price is 718$42, an increase of 106%。Nvidia's market capitalization has also reached a staggering 176 trillion US dollars, surpassing Amazon, Google and Meta, second only to Apple and Microsoft, becoming the third largest company in the United States by market capitalization. Nvidia's stock price has risen more than 200% in the past year and more than 400% in the past two years. Nvidia's stock price performance has also led to the strength of the entire chip industry.

Related Pages