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NVIDIA Business Overview as Presented by Jen-Hsun Huang, CEO & Co-founder's at NVIDIA's 2014 Annual Investor Day

Jen-Hsun Huang, NVIDIA CEO & Co-founder, shared this business overview with attendees at NVIDIA's Annual Investor Day event on March 25th, 2014.

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NVIDIA Business Overview as Presented by Jen-Hsun Huang, CEO & Co-founder's at NVIDIA's 2014 Annual Investor Day

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  1. ANNUAL INVESTOR DAY Jen-Hsun Huang, CEO & Co-founder

  2. Business Highlights Focus on Visual Computing Focus where visual computing is valued and innovate beyond components 55% GROSS MARGINS Focus on specialty PCs (Gaming & Design) PC: 9% CAGR Revolutionize cloud and mobile by leveraging visual computing specialty CLOUD: 64% CAGR MOBILE: 48% CAGR Create value with groundbreaking inventions >7,000 PATENT ASSETS FY14 Gross Margin. All CAGRs are FY10 to FY14.

  3. GAMING AUTO and SMART DEVICES DESIGN and VISUALIZATION HPC and DATA CENTER GPUs and SOCs IP GRAPHICS CARDS SYSTEMS World Leader in Visual Computing

  4. LEVERAGING RESOURCES Our two business lines — GPU and Tegra Processor — leverage a single, unified architecture. On this foundation, we build technologies for each of the major computing platforms — PC, cloud, mobile. We create differentiated brands to target large markets — Gaming, Design and Visualization, HPC and Data Center, Auto and Smart Devices — where visual computing is deeply valued.

  5. Growth in All Platforms PC Platform HPC & Data Center Mobile Platform +9% CAGR +48% CAGR +64% CAGR 400 3500 200 180 350 3000 160 300 2500 140 250 120 2000 200 100 1500 80 150 60 1000 100 40 500 50 20 0 0 0 FY10 FY14 FY10 FY14 FY10 FY14 (Revenue, in millions)

  6. Growth by Business GPU Tegra Processor +11% CAGR +48% CAGR 400 4000 350 3500 300 3000 250 2500 200 2000 150 1500 1000 100 500 50 0 0 FY10 FY14 FY10 FY14 (Revenue, in millions)

  7. Tegra — Establishing Our Position in Mobile Unify Architecture Play to our Strengths: GPU, Games, Brand Lead New Markets

  8. Unify GPU & Tegra Architecture Tegra K1 Maxwell Kepler Fermi Tegra K1 Tesla GPU ARCHITECTURE Tegra 4 Tegra 3 MOBILE ARCHITECTURE

  9. Unify GPU — Leveraged Investment TEGRA AUTO GRID TESLA GPU

  10. Android Gaming: $12B in 2 yrs $12 $9 Billions $6 $3 TEGRA — THE PLATFORM FOR ANDROID GAMING $0 2012 2013 2014 2015 2016 “We can take absolutely anything that runs on PC or high-end console and run it on Tegra… I didn’t think that’d be at this level on mobile for another 3-4 years.” — Tim Sweeney, Founder, EPIC Games SOURCE: Android gaming: DFC.

  11. Global Car Production 100 80 Millions 60 40 20 TEGRA — TOMORROW’S CAR, TODAY 0 2012 2013 2014 2015 2016 The World’s First Car Supercomputer FY14: Won $1.9B 41 Models • 16M Cars SOURCE: Global car production: LMC Automotive.

  12. VISUAL COMPUTING — BEYOND CHIPS GAMEWORKS GEFORCE EXPERIENCE CUDA IRAY

  13. PC and Mobile Gaming — Largest & Fastest Growing GEFORCE — DRIVING NEXT-GEN PC GAMING Mobile 70 Portable 60 Billions $ 50 Console 40 30 20 PC 10 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Gamers’ Choice Discrete GPU Share 70% 60% 50% 40% 30% 20%  30M installs  2M games/month optimized  1.8M hours captured 10% 0% 2010 2011 2012 2013 SOURCE: Gaming software, DFC. GPU market share: Mercury Research.

  14. 3D Printing Revolution 3ds Max 1,200 95% CAGR 1,000 Units (thousands) 800 600 Bunkspeed 400 200 QUADRO — REVOLUTIONIZING DESIGN & VISUALIZATION - 2012 2013 2014 2015 2016 2017 Catia IRAY VCA Maya IRAY ECOSYSTEM SOURCE: 3D Printing: Gartner.

  15. A Torrent TESLA — of Unstructured Data 6,000 ACCELERATING MOMENTUM IN HPC & DATA CENTER 5,000 “10 OFTOP 10” 4,000 Exabytes of Data 3,000 CUDA for Machine Learning 5,379 2,000 1,000 “ IBM-NVIDIA Deal Latest in Hot Supercomputer Sector” — Wall Street Journal 1,104 0 2010 2015 SOURCE: Green500 list November 2013. Data growth: IDC's Digital Universe Study.

  16. GRID Trials Worldwide 466 500 10X Growth in 1 Year 400 300 200 GRID — 100 45 0 Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb ENABLING END-TO-END ENTERPRISE VIRTUALIZATION SOURCE: NVIDIA KPI measuring GRID traction.

  17. Fundamental Graphics Patents Target Vertically Integrated OEMs Building Differentiated Devices IP — 600 LICENSING THE WORLD’s BEST GPU 500 400 300 200 100 0 Patent Portfolio Growth 7000 6000 5000 4000 3000 2000 1000 INVENTOR of 0 GPU • GPGPU • Programmable Shading 2B+ Devices per Year SOURCE: Fundamental graphics patents: U.S. Patent Office.

  18. NVIDIA Opened a Huge Market for Visual Computing Investment Thesis GeForce & Tegra Gaming ~$100B Gaming Market Tegra for Auto ~100M Cars GRID for Enterprise Virtualization ~500M Enterprise Workers Tesla for Machine Learning Big Data Grows 5X in 5 yrs

  19. Appendix

  20. RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES FY2010 FY2014 Graphics Processing Unit (GPU) excluding chipset revenue $2,298 $3,454 Chipset revenue 872 14 GPU revenue $3,170 $3,468 FY2010 FY2014 Tegra Processor excluding game console related revenue $79 $378 Game console related revenue 77 20 Tegra Processor revenue $156 $398 (in millions)

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