Highlights from 1Q Earnings Call
CFO Collette Kress on AI factories:
The pace and scale of AI factory deployments are accelerating with nearly 100 NVIDIA-powered AI factories in flight this quarter, a two-fold increase year-over-year, with the average number of GPUs powering each factory also doubling in the same period. And more AI factory projects are starting across industries and geographies. NVIDIA's full stack architecture is underpinning AI factory deployments as industry leaders like AT&T, BYD, Capital One, Foxconn, MediaTek, and Telenor, are strategically vital sovereign clouds like those recently announced in Saudi Arabia, Taiwan and the UAE. We have a line of sight to projects requiring tens of gigawatts of NVIDIA AI infrastructure in the not-too-distant future.
The transition from generative to agentic AI, AI capable of receiving, reasoning, planning and acting will transform every industry, every company and country. We envision AI agents as a new digital workforce capable of handling tasks ranging from customer service to complex decision-making processes.
CFO Collette Kress on Autonomous Automotive and Robotics:
Lastly with our Automotive Group. Revenue was $567 million, down 1% sequentially, but up 72% year-on-year. Year-on-year growth was driven by the ramp of self-driving across a number of customers and robust end demand for NEVs. We are partnering with GM to build the next-gen vehicles, factories and robots using NVIDIA AI, simulation and accelerated computing. And we are now in production with our full stack solution for Mercedes-Benz starting with the new CLA, hitting roads in the next few months.
We announced Isaac GR00T N1, the world's first open fully customizable foundation model for humanoid robots, enabling generalized reasoning and skill development. We also launched new open NVIDIA Cosmos World Foundation models. Leading companies include 1X, Agility Robots -- Robotics, Figure AI, Uber and Waabi. We've begun integrating Cosmos into their operations for synthetic data generation, while Agility Robotics, Boston Dynamics, and XPENG Robotics are harnessing Isaac's simulation to advance their humanoid efforts.
GE Healthcare is using the new NVIDIA Isaac platform for healthcare simulation built on NVIDIA Omniverse and using NVIDIA Cosmos. The platform speeds development of robotic imaging and surgery systems.
The era of robotics is here, billions of robots, hundreds of millions of autonomous vehicles and hundreds of thousands of robotic factories and warehouses will be developed. |
