investor day 2015: the expansion of visual computing

JEN-HSUN HUANG | MARCH 17, 2015

THE EXPANSION OF VISUAL COMPUTING

GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD

THE WORLD LEADER IN VISUAL COMPUTING

REVENUE BY MARKET — Y-Y

0

600

1200

1800

2400

FY14 FY15

0

50

100

150

200

FY14 FY15

0

225

450

675

900

FY14 FY15

0

75

150

225

300

FY14 FY15

0

400

800

1200

1600

FY14 FY15

GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD

36% 85% 4% 53%

-13%

(in millions)

0

900

1800

2700

3600

FY14 FY15

0

120

240

360

FY14 FY15

0

200

400

600

FY14 FY15

REVENUE BY PLATFORM — Y-Y

PC DATA CENTER MOBILE

8% 60%

45%

(in millions)

WINNING STRATEGIES

Focus on few, large vertical markets where NVIDIA’s visual computing expertise is essential

Invent GPU-accelerated cloud computing

Leverage mobile to revolutionize Auto and Gaming

Record Revenue: $4.7B

Data Center growth: 60% Y-Y

Mobile growth: 45% Y-Y

Engage deeply with vertical markets and offer platforms of great value

Record Margins: 55.5%

57M installs GameWorks

FOCUS ON VISUAL COMPUTING

GeForce for PC Gaming

$27B PC gaming market growing at 8% CAGR #1 PC gaming platform $2B business, 17% CAGR last 4 years

Source: DFC

INVENT GPU-ACCELERATED CLOUD

vGPU for Enterprise Virtualization

Revolutionary virtual graphics platform for data centers 225M design professionals 1,800 deployed/pilots/trials: +80% Y-Y

REVOLUTIONIZE AUTO NVIDIA DRIVE: Tomorrow’s cars, today

The most advanced car computer $200M growing 50% annually Global interest in deep learning for autonomous driving

REVOLUTIONIZE TV SHIELD Android TV console

First 4K smart TV device Great games for every living room 40M OTT STB growing 50% annually

Source: Gartner

IP World’s Most Advanced GPU

7,300+ patent assets June 22/23: ITC hearing regarding Samsung/Qualcomm; Decision early Oct.

0

100

200

300

400

500

600

700

NVIDIA Intel AMD Samsung Pixar Apple

Fundamental Graphics Patents

NEW STRATEGY EXPANDS TAM

Gaming

Auto

Enterprise

From $5B GPU to $100B gaming market

From $5B processor to $35B car computer market

$1.5B professional designers $5B enterprise virtualization

$5B data center HPC & Cloud

GAMING AUTO ENTERPRISE OEM & IP HPC & CLOUD

THE WORLD LEADER IN VISUAL COMPUTING

THANK YOU