We're going to need greater \\\"remote autonomous\\\" capabilities, which will drive robotics adoption. Shelter-in-place [orders] resulted in closure of retail outlets and China iCafes, affecting [retail] sales of our gaming products. Notebook design wins and the rollout of Super notebook gaming GPUs are also helping, as is Nintendo Switch demand.\\\"Our Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro GPUs for enterprise design; GRID software for cloud-based visual and virtual computing; and automotive platforms for infotainment systems.Kress: Mellanox's revenue rose 40% Y/Y in calendar Q1. Recommendation systems for websites, apps, etc. Non-GAAP earnings per diluted share were $5.79, down 13% from $6.64 a year earlier.Still, scares about the coronavirus and what the company says about it are expected to weigh heavily. Enterprise cloud adoption will accelerate. Like Nvidia's server GPU business, strong cloud capex is a tailwind for Mellanox's server interconnect sales.Says the single most important type of machine learning model today is the recommender system, as it's used by everything from shopping websites to streaming services. Says Nvidia had \\\"a great and busy quarter.\\\" Goes over the Mellanox acquisition and the A100 launch. Here's what the company reported: Earnings…
Highlights Nvidia's efforts to fight COVID-19, including support for research efforts.Question about Mellanox's expected growth for calendar 2020, and one about the "long-lasting impact" of COVID-19 on AI-related demand.Kress: We have close to 3K Mellanox coming on board, which will increase opex. The number of workloads we're accelerating \\\"has expanded tremendously\\\" over the last 5 years. Enterprise cloud adoption will accelerate.
With shares up nearly 50% YTD going into earnings, pre-earnings expectations were high.Huang: Accelerated computing \\\"is now common sense\\\" for data centers. The data center business' growth was driven by higher demand from hyperscale and vertical industry end customers.The graphics processing unit (GPU) specialist's revenue jumped 39% year over year to $3.08 billion.
Mellanox did great in 2019 and calendar Q1.Kress: It's a little early for us to offer a full-year forecast for Mellanox, and we usually give just quarterly guidance.
This is driving both training and inference demand.
First-quarter earnings expectations Nvidia will likely release its earnings results for the first quarter fiscal 2021, which ended in April, on Thursday after the closing bell. Also one (amid reports that Nvidia is prepping an Ampere-architecture gaming GPU line) about Nvidia's thinking about Gaming product launches amid conference cancellations.Huang with some closing remarks.
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