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|GTC AI 2024 2024 609 126%475 217%104 16 21%11 DGX AI GPU 22 DPU 24 CPU AI H200 B100 GPU DGX DGX GH200 NVSwitch AI RTX 40 DLSS 3 Omniverse DRIVE Hyperion AI AI Omniverse Isaac 24 2 GEAR GTC 2024 AI GTC AI AI 1.2.3.PCB 4.5.6.7.AI/2024 03 17 021-63325888*8514 S0860514050005 BPT856 S0860523080004 S0860524030001 AI 2024-03-09 1 2024-03-03 AI 2024-02-26 GTC AI GTC AI 2 1.5 1.1.5 1.2 AI.7 2.9 2.1.9 2.2 GPU+CPU+DPU.9 2.3 DGX AI.14 3.14 3.1 RTX 40.14 3.2 DLSS 3.16 3.3.16 4.17 4.1 FY24Q4.17 4.2 Omniverse.17 5.18 5.1.18 5.2.19 6.AI.21 6.1.21 6.2 GEAR.22 6.3 GTC.24.25.25 ZXFUuNnQoNoPqOtQmRtMoP7NaObRtRnNnPrNjMpPsRlOpOvN7NqRrRNZqQpPvPmMtO GTC AI 3 1 2020-2024.5 2 2023-2024.5 3 NVIDIA DGX Cloud AI.6 4 RTX 500.6 5 RTX AI.7 6 AWS.8 7 FYQ2.9 8 GPU+CPU+DPU.10 9.10 10 GPU.11 11 NVIDIA BLUEFIELD-3 DPU.13 12 NVIDIA DPU.13 13 NVIDIA DGX GH200.14 14 2022Q1-2023Q4.15 15 FY23Q1-FY24Q4 YoY.15 16 2023M1-2024M2 PC.15 17 RTX 4060 Ti.15 18 DLSS 3.16 19 GeForce Now.17 20.17 21 FY23Q1-FY24Q4 YoY.17 22 Omniverse.18 23 FY23Q1-FY24Q4 YoY.19 24 Thor.19 25 NVIDIA DRIVE Orinc SoC.20 26 NVIDIA DRIVE Hyperion.20 27 NVIDIA DRIVE.20 28 VIMA.21 29 NVIDIA Isaac.22 30 Jetson.22 31 Jetson.22 32 Jetson.22 33 Voyager Minecraft.23 34 EUREKA.24 ITLy/R6zTUE8VFCD1ujMSbzkDSe1RnSOm2svFrHBRVkBfCCd6X7mRjKIqXAn+Omj GTC AI 4 1 NVIDIA GPU.11 2 NVIDIA GPU.12 3 NVIDIA MGX+GH200 NVIDIA x86+Hopper.13 GTC AI 5 1.1.1 2024 24 1 609 126%2024 475 217%244%133%15%104 16 1%21%11 1 2020-2024 2 2023-2024 iFinD NVIDIA AI Enterprise DGX API SDK InfiniBand DPU GPU GPU GPU 2022 DPU 2024 CPU NVIDIA DGX Cloud 0%20%40%60%80%100%120%01002003004005006002020 2021 2022 2023 2024营业收入（亿美元）YoY150 91 15 9 4751041611外环：2024 财年内环：2023 财年数据中心游戏专业可视化汽车 GTC AI 6 3 NVIDIA DGX Cloud AI RTX AI GPU NVIDIA RTX AI 1 AI PC 500 RTX AI RTX AI PC GeForce RTX GeForce GTX GPU PC GeForce NOW SoC 4 RTX 500 GPU RTX GTC AI 7 RTX GPU Omniverse Omniverse 3D DRIVE Hyperion AI tier 1 AI DRIVE Hyperion DRIVE AGX DRIVE DRIVE Sim Omniverse DRIVE Sim 1.2 AI AI AI AI GPU CPU DPU GPU AI DGX Cloud NeMo LLM Al 1 Al-Ready RTX PC DGX AI Spectrum-X AI Ada Hopper Grace Hopper LLM AI NVIDIA DGX AI AI LLM PC Al Al RTX PC Al ACE Avatar Cloud Engine Al Workbench Hugging Face GitHu Windows NGC Tensor RT-LLM RTX PC LLM 5 5 RTX AI GTC AI 8 AI Ada Lovelace GeForce RTX 4060 4070 GPU AI Avatar DLSS 3.5 Ray Reconstruction Windows TensorRT-LLM GeForce RTX 40 GPU NVIDIA DLSS NVIDIA RTX AI RTX 500 AI AWS AI AWS AWS NVIDIA DGX Cloud 1 AI LLM AWS NVIDIA H200 L4 L40S GPU Amazon EC2 NVIDIA BioNeMo AI Recursion Amgen 6 AWS AI 100 CEO 2024 3 SIEPR View From The Top 10 100 AI AI GTC AI 9 2.2.1 AI+GPU CPU DPU CUDA AI 2024 184 475 2023 217%2024 40%AI 2024 7 FYQ2 2.2 GPU+CPU+DPU AI AI GPU DPU CPU AI 0%50%100%150%200%250%300%350%400%450%020406080100120140160180200FY23Q1 FY23Q2 FY23Q3 FY23Q4 FY24Q1 FY24Q2 FY24Q3 FY24Q4数据中心业务营收（亿美 元）YoY GTC AI 10 8 GPU+CPU+DPU 9 GPU AI AI V100 A100 H100 GPU 1 V100 Volta 16nm NVLink GPU CPU 2 A100 Ampere 7nm Tensor AI 3 H100 Hopper 4nm 800 H100 Transformer Tensor Transformer 6 H100 MLPerf 3584 H100 GPT-3 11 H100 H200 AI 80%H100 AI Ebay 4.5 2024 Q4 H200 H100 B100 GTC 2024 Blackwell B100 GPU B100 Hopper H HBM H200 40%AI H200 GPU H100 GTC AI 11 1 NVIDIA GPU V100 PCIe/SXM A100（80G）PCIe/SXM H100 PCIe/SXM H200 SXM 32 G/16 G 80 G 80 G 141 G 900 GB/s 1.94 TB/s 2 TB/s 3.35 TB/s 4.8 TB/s FP16 112 TFLOPS/125 TFLOPS 312 TFLOPS/624 TFLOPS 1513TFLOPS/1979 TFLOPS-FP32 14 TFLOPS/15.7 TFLOPS 19.5 TFLOPS 51 TFLOPS/67 TFLOPS 67 TFLOPS FP64-34 TFLOPS NVLink2 300 GB/s NVLink3 600 GB/s NVLink4 600 GB/s 900 GB/s NVLink4 900 GB/s 200 W/300 W 300 W/400 W 350 W/700 W 700 W 10 GPU GPU AI A2 A10 A30 T4 L4 L40 1 A2 2 A10 3 A30 AI AI 5 A40 Ampere GPU A40 4 L4 Ada Lovelace L4 T4 L4 AV1/GTC AI 12 2 NVIDIA GPU A2 A10 A30 A40 L4 200 GB/s 600 GB/s 933 GB/s 696 GB/s 300 GB/s 16 GB 24 GB 24 GB 48 GB 24 GB FP16 18 TFLOPS 125 TFLOPS 165 TFLOPS 150 TFLOPS 242 TFLOPS Int8 36 TFLOPS 250 TFLOPS 330 TFLOPS 299.3 TFLOPS 485 TFLOPS 40-60 W 150 W 165 W 300 W 72 W PCIe 4.0 64GB/s PCIe 4.0 64GB/s NVLink 3 200GB/s NVLink 112.5 GB/s PCIe 4.0 64GB/s Grace CPU CPU 23 Grace CPU GPU Grace CPU NVLink Chip-2-Chip C2C Grace CPU Hopper GPU 900GB/s Grace Hopper Grace CPU X86 CPU AI Grace CPU CPU X86 2 X86 CPU Grace Grace Hopper GPU-CPU 900GB/s X86 CPU+Hopper GPU 128GB/s GH200 Grace Hopper AI 2023 8 8 NVIDIA GH200 Grace Hopper HBM3e Grace Hopper AI 3.5 3 144 Arm Neoverse 8 petaflops AI 282GB HBM3e Grace Hopper NVLink AI GPU CPU 1.2TB HBM3e HBM3 50%10TB/s 3.5 GTC AI 13 3 NVIDIA MGX+GH200 NVIDIA x86+Hopper HGX H100+X86 HVIDIA MGX+GH200&HBM3 HVIDIA MGX+GH200&HBM3e HVIDIA GH200 NVL32&HBM3e CPU GB/s/GPU 150 500 500 500 GPU GB/s/GPU 3000 4000 4900 4900 CPU GPU 5%12.50%10.20%10.20%GPU-CPU Link bi-directional bandwidth(GB/s/GPU)128（16 PCIe Gen5）900（NVLink-C2C)900（NVLink-C3C)900（NVLink-C4C)GPU-GPU bi-directional bandwidth inter node(GB/s/GPU)100(InfiniBand NDR400)100(InfiniBand NDR400)900(NVLink 4 for dual GH200 with HBM3e)；100(InfiniBand NDR400)900(NVLink 4)DPU DPU DPU DPU CPU DPU CPU CPU DPU DPU BlueField DPU Mellanox 3 DPU BlueField DPU BlueField-2.DPU BlueField-3 DPU BlueField-3 DPU 2022 ARM 400Gb/s DPU AMD X86 CPU 11 NVIDIA BLUEFIELD-3 DPU 12 NVIDIA DPU GTC AI 14 2.3 DGX AI DGX AI GH200 NVIDIA DGX NVIDIA AI DGX AI DGX AI 23 5 29 DGX GH200 256 Grace Hopper 18432 CPU 144TB AI NVLink C2C CPU GPU NVLink4 NVSwitch GPU DGX GH200 AI TB AI 13 NVIDIA DGX GH200 3.3.1 RTX 40 2024 104 2023 15%24 22.4 38%1 2 PC RTX 30 24 760 29 GTC AI 15 14 2022Q1-2023Q4 15 FY23Q1-FY24Q4 YoY JPR Steam GPU 2024 2 GPU 77%AMD 15%8%PC GPU RTX 40 PC RTX 4060Ti 16G RTX 4060 2023 5 RTX4060Ti 16G RTX 4060 16 2023M1-2024M2 PC 17 RTX 4060 Ti Steam PC GPU GeForce RTX GeForce GTX 20 PC GTX RTX GeForce RTX RT Core 10 GB 2024 3 GeForce GTX 16 GPU 1 3 RTX/CES 2024 GeForce RTX 40 SUPER RTX G-SYNC AI RTX-60%-50%-40%-30%-20%-10%0%10%20%30%40%50%020040060080010002020Q12020Q22020Q32020Q42021Q12021Q22021Q32021Q42022Q12022Q22022Q32022Q42023Q12023Q22023Q32023Q4英伟达独立显卡出货（万 块）YoY-60%-40%-20%0%20%40%60%80%100%0510152025303540游戏业务营收（亿美元）YoY0%10%20%30%40%50%60%70%80%英伟达 AMD 英特尔 GTC AI 16 Ada Lovelace Ada Lovelace RTX RTX 40 Ada Tensor Cores 1.32 Petaflops FP8 5 4nm 2 RTX 40 GPU 3.2 DLSS 3 DLSS 3 AI DLSS 3 GeForce RTX 40 GPU Tensor AI DLSS 3 AI 7/8 DLSS 4 PC AI PC 18 DLSS 3 3.3 GeForce Now GeForce Now PC Mac GeForce Now GeForce RTX GPU Game Ready GeForce Now Stadia xCloud GeForce Now Stadia xCloud GeForce Statista 2025 81.7 2022-2025 CAGR 51%GTC AI 17 19 GeForce Now 20 Statista 4.4.1 FY24Q4 ISV RTX GPU Omniverse 2024 16 2023 1%24 4.63 105%21 FY23Q1-FY24Q4 YoY 4.2 Omniverse Omniverse Omniverse Universal Scene Description USD 01000200030004000500060007000800090002021 2022 2025E-80%-60%-40%-20%0%20%40%60%80%100%120%01234567FY23Q1 FY23Q2 FY23Q3 FY23Q4 FY24Q1 FY24Q2 FY24Q3 FY24Q4专业可视化业务营收（亿 美元）YoY GTC AI 18 Omniverse 1 Omniverse Autodesk Maya Adobe Photoshop 2 API SDK CUDA Omniverse 3RTX Omniverse Omniverse Omniverse 31 30%22 Omniverse 5.5.1 AV AI 2024 2.81 11 23 21%GTC AI 19 23 FY23Q1-FY24Q4 YoY DRIVE Orin GPU Orin 23 5 GPU chiplet SoC NVIDIA AI IP NVIDIA DRIVE OS DRIVE IX CUDA TensorRT AI 22 9 Hopper Thor Thor 2,000 TOPS Orin 8 FSD 28 Thor AI 25 24 Thor 5.2 1 NVIDIA DRIVE Hyperion AI 12 3 9 12 1 1-20%0%20%40%60%80%100%120%140%00.511.522.53FY23Q1 FY23Q2 FY23Q3 FY23Q4 FY24Q1 FY24Q2 FY24Q3 FY24Q4汽车业务营收（亿美元）YoY GTC AI 20 2 NVIDIA DRIVE Orin SoC 254 TOPS Orin SoC 7 Ampere GPU ARM Hercules CPU DLA PVA ISP AI 25 NVIDIA DRIVE Orinc SoC 26 NVIDIA DRIVE Hyperion NVIDIA Driven 1 DRIVE OS Hypervisor CUDA TensorRT 2 DRIVE Works 3 DRIVE AV 4 DRIVE IX AR/VR 27 NVIDIA DRIVE GTC AI 21 6.AI 6.1 VIMA ITF World 2023 CEO embodied AI VIMA VIMA Transformer GPT-4 Prompt 28 VIMA Omniverse Isaac Isaac Isaac Gem Isaac Sim EGX Fleet Command Isaac for AMR Jetson AI Jetson NVIDIA JetPack SDK SDK NVIDIA Isaac AMR Isaac AI AMR Isaac AMR Isaac ROS GEM Isaac Sim Isaac Nova Orin AI AMR Jetson LLM Isaac Jetson Generative AI NVIDIA Metropolis Isaac NVIDIA AI Jetson LLM Jetson AGX Orin Llama-2-70B GTC AI 22 29 NVIDIA Isaac 30 Jetson Jetson Orin Jetson Orin AI Jetson Jetson Orin 275 TOPS 8 AI Jetson AGX Orin Jetson Orin AI 31 Jetson 32 Jetson 6.2 GEAR GEAR 2024 2 24 GEAR GEAR VIMA Voyager Eureka GTC AI 23 Voyager Voyager LLM Voyager 1 2 3 Voyager GPT-4 33 Voyager Minecraft Eureka AI NVIDIA Research Eureka AI Eureka GPT-4 LLM AI 23 10 20 AI Omniverse Isaac Gym Eureka+Eureka 80%50%Eureka Isaac Gym GPU LLM AI Eureka AI Anandkumar Eureka GTC AI 24 34 EUREKA arxiv 6.3 GTC Jim Fan 2024 AI GTC 25 5 120 1 NVIDIA Amazon Web Services John Deere Medtronic Amazon Robotics Omniverse AI Omniverse ANYbotics ANYmal AIBrain GTC 3 18 21 GTC 2024 GTC AI AI AI WPP/NVIDIA RTX Chat SyncTwin Refik Anadol Studio OpenAI Blender Marc Raibert Dieter Fox AI Aaron Saunders GTC AI 25 GTC AI AI 1.(601138)(00992)2.(688008)(688041)-U(688256)(002156)(603283)(688535)3.PCB(002463)(002916)(002938)4.(688498)(000988)(688048)5.(601231)6.(300602)(300684)7.AI(002236)(002415)-UW(688322)AI AI AI AI AI AI GTC AI 26 信 息披 露 1%(002463)1%GTC AI 27 Tabl e_Disclai mer 12 A 300 500 15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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