Nvidia (NVDA) says demand for Hopper remains very strong. Says next-generation products are back ordered as demand far exceeds supply. Says large language model field is thriving. Says partnered with Google (GOOG) to launch optimizations across all NVIDIA AI platforms for Gemma large language model. Says has not received licenses to ship restricted chips to China. Says expects gross margin after Q1 to return to mid seventies percent range. Says fundamentally conditions are excellent for growth in data center from 2024 to 2025. Says general purpose computing is starting to run out of steam. Says accelerated computing can dramatically improve energy efficiency and cost in data processing. Says generative AI enabling new way to do software. Says inference part of business has grown 40%. Comments and guidance taken from Q4 earnings conference call.
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