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GTC FALL 2020 FINANCIAL ANALYST EVENT
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Forward Looking Statements
Except for the historical information contained herein, certain
matters in this presentation including, but not limited to,
statements as to: our expanding ecosystem and the estimated number
of AI andautonomous systems developers adopting NVIDIA AI;
artificial intelligence as the most powerful technology force of
our time; data center workload growing exponentially; our
strategies, growth, position,opportunities, and continued
expansion; the performance and benefits of our products and
technologies, including the NVIDIA Bluefield-2 DPU, NVIDIA DOCA,
the EGX Edge AI platform, NVIDIA Clara Discovery,and the
Cambridge-1 AI supercomputer; the NVIDIA DPU roadmap; the impact of
NVIDIA accelerated computing on VMware cloud foundation; the impact
of GSK’s partnership with NVIDIA to build an AI drugdiscovery lab;
our TAM; and other predictions and estimates are forward-looking
statements within the meaning of the Private Securities Litigation
Reform Act of 1995. These forward-looking statements and anyother
forward-looking statements that go beyond historical facts that are
made in this presentation are subject to risks and uncertainties
that may cause actual results to differ materially. Important
factors thatcould cause actual results to differ materially
include: global economic conditions; our reliance on third parties
to manufacture, assemble, package and test our products; the impact
of technological developmentand competition; development of new
products and technologies or enhancements to our existing product
and technologies; market acceptance of our products or our
partners’ products; design, manufacturingor software defects;
changes in consumer preferences and demands; changes in industry
standards and interfaces; unexpected loss of performance of our
products or technologies when integrated into systemsand other
factors. For a complete discussion of factors that could materially
affect our financial results and operations, please refer to the
reports we file from time to time with the SEC, including our
AnnualReports on Form 10-K and our Quarterly Reports on Form 10-Q.
Copies of reports we file with the SEC are posted on our website
and are available from NVIDIA without charge. These forward-looking
statementsare not guarantees of future performance and speak only
as of October 5, 2020, based on information currently available to
us. Except as required by law, NVIDIA disclaims any obligation to
update these forward-looking statements to reflect future events or
circumstances.
© 2020 NVIDIA Corporation. All rights reserved. NVIDIA and the
NVIDIA logo are trademarks and/or registered trademarks of NVIDIA
Corporation in the U.S. and/or other countries. Other company and
productnames may be trademarks of the respective companies with
which they are associated. Features, pricing, availability, and
specifications are subject to changewithout notice.
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AGENDA
Computing for the Age of AI
NVIDIA AI
NVIDIA Enterprise AI
NVIDIA Edge AI
NVIDIA Healthcare
GTC Fall 2020
HERE WITH YOU TODAY
Colette KressEVP & CFO
Jensen HuangFounder & CEO
Paresh KharyaAI Computing
Manuvir DasEnterprise Computing
Justin BoitanoEdge Computing
Kimberly PowellHealthcare
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COMPUTING FOR THE AGE OF AI
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AI and Autonomous Systems Developers Adopt NVIDIA AI
EXPANDING NVIDIA ECOSYSTEM
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020EST
6MCUDA Downloads in 2020;
20M downloads to date
1,800GPU-Accelerated Applications
6,500AI Startups
DLSS 2.1
RTX DI
OptiX 7.2
HPC SDK 20.9
RAPIDS 0.16
Parabricks 3.5
DeepStream 5.0
AI DRIVEMETRO ISAACCLARARAPIDSAERIAL
5GRTX HPC
NCCL 2.7.8
GPUDirect StorageMAGNUM IO
CUDA 11.1 CUDA
NSIGHT 2020.5
cuDNN 8.03
TensorRT 7.2
CUDA-X
2.3MDevelopers
80New SDKs
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NVIDIA AI INFERENCE LEADERSHIP
Paresh Kharya
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DRUG DISCOVERY
1,000X Faster SimulationsCaltech OrbNet
ARTIFICIAL INTELLIGENCE —THE MOST POWERFUL TECHNOLOGY FORCE OF
OUR TIME
AlexNet
ResNet
BERT
GPT-2
Megatron-GPT2Turing NLG
Megatron-BERT
GPT-3
1.E-03
1.E-02
1.E-01
1.E+00
1.E+01
1.E+02
1.E+03
1.E+04
2012 2014 2017 2020
Pet
aflo
p/s
-D
ays
EXPLODING MODEL COMPLEXITY30,000X in 5 Years | Now Doubling
Every 2 Months
HUMAN-LEVEL READING COMPREHENSION
24% Better than Avg Human NVIDIA Megatron BERT
HUMAN-LIKE CHATBOTS
Half of Users Preferred AI Facebook BlenderBot
DRONE DELIVERIES
6X Safer Landings Caltech Neural Lander
ALL-TERRAINWALKING ROBOT
On the Fly Surface AdaptationNVIDIA RL Controller
FIGHTING CORONAVIRUS
Mapping Millions of ProteinsTechnical U. of Munich NLPs
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A100 TAKES OFFFastest GPU Ramp Ever
May ‘20 June ‘20 July ‘20 Aug ‘20 Sept ‘20
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3 PILLARS OF NVIDIA AI
PRE-TRAINED MODELSSOTA Models
Computer Vision
Conversational AI
Recommendations
Reinforcement Learning
TRANSFER LEARNING TOOLKITZero Coding | Speech, Vision, &
NLU
Customized Model
Data
Pre-Trained Model
TLT
TRITONInference Serving
Frameworks TIS
TensorRT 7.2
TRT
Result
Query
INFERENCEDATA ANALYTICS & TRAINING APPLICATION
FRAMEWORKS
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Celebrating 10 Years of NVIDIA GPU in the Cloud
ACCELERATING ADOPTION OF NVIDIA AI INFERENCE
Inference ExaOPS shipped: Represents 12-month periods from
October of the previous year to September of the year shown
2000+ Optimizations
TensorFlow, PyTorch, ONNX
1.3M Downloads
16,000 Companies
2017 2018 2019 2020
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NVIDIA AI INFERENCE CUSTOMERS
GRAMMAR CORRECTION
Half a Trillion Queries per Year200ms Inference Response1/3rd
Lower Cost Than CPU
FRAUD PREVENTION
Over $1 Trillion in Transactions | 115M Credit Cards 2ms Latency
Enables Real-Time Fraud DetectionUp to 6% Higher Accuracy in
Specific Segments
RECOMMENDATIONS
Videos, News, Music, AppsHundreds of Billions Queries per
day
GPU Inference In Production
AMERICAN EXPRESSMICROSOFT OFFICE TENCENT PCG
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NVIDIA AI INFERENCE CUSTOMERS
CSPCONSUMER INTERNETAUTO RETAIL & FSIMEDICAL
INDUSTRIALROBOTICS
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NVIDIA ENTERPRISE AIDATA CENTER IS THE NEW UNIT OF COMPUTING
Manuvir Das
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Moving from Fixed-Function Appliances to Software Services on
Servers
MODERN DATA CENTERS ARE SOFTWARE-DEFINED
NVIDIA NIC
CPU
Software-defined Storage Software-defined Networking
Infrastructure Management Software-defined Security
VMs Containers
Acceleration Engines
Manual Infrastructure Management
Security Appliances
Storage Systems
Static Networks
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DATA CENTER WORKLOAD GROWING EXPONENTIALLY
NVIDIA NIC
CPU
Software-defined Storage Software-defined Networking
Infrastructure Management Software-defined Security
VMs Containers
Acceleration Engines
Microservices
East-West Traffic
Storage Access
Zero Trust Security
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Software-defined Data Center Infrastructure-on-a-Chip
INTRODUCING THE DATA PROCESSING UNIT (DPU)
DPU-ACCELERATED SERVERTRADITIONAL SERVER
NVIDIA DPU with Arm Cores & Accelerators
CPU
Software-defined Storage Software-defined Networking
NVIDIA NIC
CPU
Software-defined Storage Software-defined Networking
Infrastructure Management Software-defined Security
VMs Containers
VMs Containers
Infrastructure Management Software-defined Security
Acceleration Engines
Acceleration Engines
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NVIDIA BLUEFIELD-2 DPUData Center Infrastructure-on-a-Chip
Combines 8 64-bit A72 Arm Cores, 2 VLIW Acceleration Engines,
and Mellanox ConnectX-6 Dx NIC
Accelerated Security: Isolation, Root of Trust, Crypto, Key
Management, Regular Expression Engine
Accelerated Networking: RDMA/RoCE, GPU Direct, SDN/NFV
Accelerated Storage: NVMe-oF, Elastic Block Storage, Data
Integrity, De-Dup, Compression
Out-of-Band Management
2x 100Gb/s Ethernetand InfiniBand
PCIe Gen 4.0
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NVIDIA DOCAData Center Infrastructure-on-a-Chip Architecture
SDK for BlueField DPUs
Open APIs – DPDK, SPDK, P4
Certified Reference Apps & Third-Party Solutions
INFRASTRUCTURE APPLICATIONS
DOCA
StorageSPDK / Kernel
SecurityDPDK / Kernel
NetworkingP4 / DPDK / Kernel
ManagementTelemetry
ASAP2SNAP CRYPTO RoT RDMA
Infrastructure Management
Software-defined Storage Software-defined
SecuritySoftware-defined
Networking
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BlueField-2X70 SPECINT60 TOPS AI200 Gbps
2021 2022 2023
1X
10X
100X
BlueField-41000 SPECINT400 TOPS400 Gbps
BlueField-270 SPECINT0.7 TOPS200 Gbps
BlueField-3350 SPECINT1.5 TOPS400 Gbps
NVIDIA DPU ROADMAPProgrammable Data Center
Infrastructure-on-a-Chip
1000X
DOCA — One Architecture
BlueField-3X350 SPECINT75 TOPS AI400 Gbps
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NVIDIA ACCELERATED COMPUTING ON VMWARE CLOUD FOUNDATIONBringing
AI to Every Enterprise, Enabling Next-Gen Hybrid Cloud
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NVIDIA EDGE AIA TRILLION THINGS – THE NEXT INTERNET
Justin Boitano
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THE AGE OF AI — A TRILLION CONNECTED THINGS
Edge Data CentersMillions of Edge DC
Each with Thousands of Nodes
2MFactories
570MFarms
5MCall Center
Agents
13MStores
40MMiles of Road
10TMiles Driven
per Year
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ANNOUNCING EGX EDGE AI PLATFORM
NVIDIA Ampere Architecture GPU
3rd generation Tensor Core
New Security Engine for Confidential AI
Secure, Authenticated Boot
NVIDIA BlueField-2
8x Arm Cores
Dual 100 Gb/s Ethernet or InfiniBand
Line-speed TLS/IPSec Crypto Engine
Time Triggered Transmission Tech for Telco (5T for 5G)
ASAP2 SR-IOV and VirtualIO Offload
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EGX EDGE AI PLATFORM
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EGX EDGE AI PLATFORM
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NVIDIA CLARA COMPUTATIONAL DRUG DISCOVERY
Kimberly Powell
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Chemical Compounds
AutoDock
RAPIDS
$1.25T Pharmaceutical Industry | $2B R&D Per Drug | 12 ½
Years To Market | 90% Failure Rate
NVIDIA CLARA DISCOVERY
NLP
GENOMICS STRUCTURE DOCKING SIMULATION IMAGING
O(109)
O(1060)
SEARCH
Literature
RAPIDS
DrugCandidate
BiologicalTarget O(102)
SchrodingerNAMD, VMD, OpenMM
MELD
Clara Imaging
MONAI
CryoSPARC, Relion
AlphaFold
Clara Parabricks
RAPIDS
Real World Data
Biomegatron, BioBERT
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CAMBRIDGE-1 AI SUPERCOMPUTER
HEALTHCARE & LIFE SCIENCE RESEARCH
LARGE-SCALE AI & DATA SCIENCE RESEARCH
COLLABORATION WITH UK INDUSTRY, UNIVERSITIES, STARTUPS
EDUCATE FUTURE AI PRACTITIONERS
80 NVIDIA DGX A100 | 400 PETAFLOPS AI COMPUTE | 20 TERABYTES/SEC
INFINIBAND | 2PB NVME | 500KW
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GSK PARTNERS WITH NVIDIA TO BUILD AI DRUG DISCOVERY LAB
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Accelerated Computing | Data Science & Machine Learning |
Deep Learning | NLP Language Models
AI MOMENT IN HEALTHCARE
16X SPEEDUP ACROSS DOMAINS | FULL STACK ACCELERATIONGPU
Accelerated Applications vs CPU | GPU Optimizes Training Frameworks
vs Open Source
NVIDIA BIOMEGATRON ACHIEVES STATE OF THE ARTBiomedical
Literature | Clinical Notes | Claims Data | Digital Health
30X
7X
15X
20X
6X
30X
6X
Genomics Structure Screening Docking Simulation Imaging NLP
BIOMEDICAL NLP
6.1B Words PubMeb
Vocabularye.g. COVID
BioMegatron345M Param
Named Entity Recognition
Relation Extraction
Q&A
Data AI Model AI Skill
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GTC Fall 2020Colette Kress
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GTC FALL 2020
NVIDIA AI GAINING MOMENTUM
20M CUDA downloads/6M in last year | Most shipped AI inference
cloud compute capacity in the world
NVIDIA POWERS ENTERPRISE COMPUTING
NVIDIA AI integrated into VMware & Cloudera | NVIDIA DPUs
“Data Center on a Chip Architecture"
NVIDIA EDGE AI FOR THE INTERNET OF A TRILLION THINGS
EGX Edge AI + FleetCommand recurring revenue service
NVIDIA HEALTHCARE NEAR A TIPPING POINT
NVIDIA Clara for Computational Drug Discovery | Cambridge-1 |
GSK
BROADENING ECOSYSTEM & CUSTOMER ADOPTION
Every Server & Storage OEM | Hundreds of ISVs | Thousands of
Enterprises | 2.3M Developers
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NVIDIA AI includes estimated Total Addressable Market for
accelerated computing platforms used in Hyperscale/Cloud.Source:
NVIDIA estimates, incorporating data from Counterpoint, Dell’Oro,
Gartner, IDC, IHS, Hyperion and Strategy Analytics
COMPUTING FOR THE AGE OF AI
NVIDIA HPC
$10B $45B
NVIDIA AI
$30B
NVIDIA ENTERPRISE AI
$15B
NVIDIA EDGE AINVIDIA RTX
$8B
Data Center Total Addressable Market by 20242020 Revenue*18%
Trailing 5-year CAGR
*Trailing 4-quarters through F3Q 2021 outlook for Gaming and
Professional Visualization market platforms
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Q&AJensen Huang & Colette Kress
