Nvidia(US:NVDA)2025-05-29 18:43NVIDIA's Core Business and Strategy - NVIDIA's invention of the GPU in 1999 sparked growth in PC gaming, redefined computer graphics, revolutionized accelerated computing, ignited the era of modern AI, and is fueling industrial digitalization across markets[10] - NVIDIA is enabling the transitions of accelerated computing and generative AI with its full-stack computing platform and data-center-scale offerings[12] - NVIDIA has accelerated software and compute by 1,000,000X in the last decade, surpassing Moore's law[19] - NVIDIA's platform extends from the cloud and enterprise data centers to supercomputing, edge computing, PCs, and robotics[20] - NVIDIA's accelerated computing platform has attracted the largest ecosystem of developers, supporting a rapidly growing universe of applications and industry innovation[38] AI and Market Opportunities - AI can augment creativity and productivity by orders of magnitude across industries[39] - Generative AI is trained on large amounts of data to find patterns and relationships, learning the representation of almost anything with structure, with over 1,600 generative AI companies building on NVIDIA[65] - The $1T installed base of general-purpose CPU data center infrastructure is being modernized to a new GPU-accelerated computing paradigm[202] - A new type of data center, AI factories, is expanding the data center footprint to $2T and beyond in the coming years[203] Financial Performance - Data Center revenue accounted for 88% of FY25 revenue, reaching $115.2 billion, with a 5-year CAGR of 108%[158] - Gaming revenue for FY25 was $11.4 billion, with a 5-year CAGR of 16%[161] - Professional Visualization revenue for FY25 was $1.9 billion, with a 5-year CAGR of 9%[161]