No. of Recommendations: 1
<<<In a strong indication of the growing importance of GPU-accelerated computing, more than 22,000 developers, data scientists and others will come this year to our GTCs, including the main event in Silicon Valley, that's up 10x in just five years. Other key metrics show similar gains. Over the same period, the number of NVIDIA GPU developers has grown 15x to 645,000; and the number of CUDA downloads this year are up 5x to 1.8 million.>>>

I will stop doing this, as you can read the earnings report yourself, but each paragraph is full of material and none hype or promotional facts that have real meaning qualitatively to the fundamental business. This one, look at the increase in the number of CUDA downloads year over year. 5x in one year.

No one downloads CUDA unless they intend to either use it to build on Nvidia GPUs, or need it to do a school project (thus training new generation of CUDA users). Most of this will be new commercial demand.

You guys can read the rest of the earnings call. Seldom do you start reading an earnings call transcript and find so much real and material information that matters and is not just promotional or corporate speak to place the best spin on things as you see in most earnings calls.

Tinker
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