1) Key information provided by management
🎯Key points from CFO Colette M. Kress’s speech
✅Hopper is in extremely high demand, H200 has grown to billions of dollars, TCO has been reduced by 50%, and cloud service providers account for half of data center revenue.
✅ NVIDIA’s inference platform is the largest in the world. Thanks to software algorithms, inference throughput has increased fivefold in a year; after NIM goes online, inference performance will continue to increase by 2.4 times.