![]() Once more talks up the impact of things such as new AI models, Omniverse and autonomous driving, and notes Nvidia will be making announcements at its next GTC conference (set for Sep. Reiterates Nvidia is seeing Gaming-related headwinds right now, while also saying demand for its Data Center products has never been stronger and that Automotive revenue is inflecting. ![]() He also admitted the delayed rollout of Intel's next-gen server CPU platform (Sapphire Rapids) is disruptive, while adding server GPU sales to cloud clients remain supply-constrained and that Nvidia expects strong sales for its new H100 (Hopper) server GPU.Ħ:05 PM ET: Huang with some closing remarks. During the earnings call, CEO Jensen Huang said Nvidia thinks its sell-in of gaming GPUs to channel partners is well below end-demand (sell-through), and that it's looking to clear inventory ahead of upcoming gaming GPU refreshes.
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