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“We are at the iPhone moment of AI.”
These are the words of NVIDIA CEO Jensen Huang during the latest semi-annual GTC (GPU Technology Conference) a few days ago.
In case you missed it, we discussed how NVIDIA makes money back in December 2022. Since then, the stock is up a whopping 60%. 👀
With the release of its Q4 FY23 earnings report (ending January 2023) and the unveiling of several new products at the GTC event, it's time for another update on the ever-evolving world of AI and NVIDIA's role in it.
Today, we’ll cover the following:
- NVIDIA Q4 FY23.
- Recent business highlights.
- Key quotes from the earnings call.
- What to watch looking forward.
If you are new to the semiconductor industry or find terms like CPU, GPU, and TPU puzzling, don't worry, we've got your back!
We just released a new video on the How They Make Money YouTube Channel where we dive into the bottom of the AI tech stack and explain the roles of companies like NVIDIA, AMD, and TSMC in the AI race.
NVIDIA Earnings Presentation
NVIDIA GTC 2023 press release
NVIDIA GTC press release
NVIDIA GTC Press release
NVIDIA Investor Presentation
NVIDIA Investor Presentation
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