Wasn't the case when Nvidia launched Volta (its Tesla V100 GPU). We've been working on accelerated computing for more than 20 years. But demand will eventually rebound. Shelter-in-place [orders] resulted in closure of retail outlets and China iCafes, affecting [retail] sales of our gaming products. Notes it's already seeing strong cloud and supercomputer uptake. Days sales of inventory (DSI) stood at 95 days.Huang notes Nvidia's new DGX A100 server is packed with Mellanox SmartNICs, and that the communications bottlenecks that have emerged within its data center have made Mellanox strategically valuable. Enterprise cloud adoption will accelerate. Nvidia Corporation (NASDAQ: NVDA) reported a 68% jump in earnings for the fourth quarter of 2020 driven by higher revenue. Countries will try to create a \\\"computational defense system\\\" to protect against things like COVID-19. Says Gaming revenue will be hurt by iCafe closings, but adds strong demand from online retail channels will help offset.Regarding Mellanox (expected to account for a low-teens % of FQ2 revenue), it's worth noting that at 13% of Nvidia's revenue guidance of $3.65B, Mellanox would generate $474.5M worth of FQ2 revenue.Regarding pro visualization sales, Kress highlights strong notebook workstation demand and a growing ecosystem of software supporting ray-tracing acceleration.Hi. However, [this dynamic] drove a surge in e-tail demand.
Higher game console processor sales could also impact margins.Huang: COVID-19 is reshaping industries and markets. Also, there's a 53rd week in this fiscal year. A broad recovery in datacenter sales helped Nvidiabeat expectations for earnings for the fourth fiscal quarter ended January 26. And NVIDIA had guided for adjusted EPS of $1.61 on revenue of $3 billion. But we can still reach gamers with online events. Also declares platforms such as Drive, Clara, Jarvis, etc. Reiterates gross margin benefited from GeForce product mix and Data Center growth.Huang thanks front-line workers and Nvidia employees. Returns as of 07/31/2020.Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services.COVID-19 created challenges in supply and demand. Nvidia’s seemingly endless roll continued in the first quarter with the company announcing blockbuster earnings that exceeded Wall Street expectations. Energy and retail have also been affected, but they're not large end-markets for Nvidia.Nvidia's call is starting.Regarding trade tensions, Huang says he doesn't expect Nvidia to be impacted much.Kress highlights the A100's ability to be partitioned into 7 GPUs, as well as to scale out into large clusters. NVIDIA Corp. analyst estimates by MarketWatch. Also one about the recent acquisition of networking software provider Cumulus Networks.Nvidia on its \\\"Graphics\\\" and \\\"Compute & Networking\\\" sales reporting going forward:Huang with some closing remarks. It's the first "elastic" GPU architecture, capable of both scaling up and scaling out.Question about Gaming demand and seasonality.Huang: I miss the conferences. OEM and IP = original equipment manufacturer and intellectual property; not a target market platform. Also mentions that Nvidia makes extensive use of Mellanox switches and SmartNICs within its own data center, and talks up how the companies worked together to develop the recently-announced EGX A100 edge server platform.Huang: There was no accelerated computing platform until Nvidia came along. FQ2 tax rate guidance is also at 8%-10%.Huang now talking about the Mellanox purchase. We expect the deal to be immediately accretive to margins, EPS and cash flow.Kress: Nvidia's ecosystem now has 1.8M developers.The company adds that Mellanox's sales will be included within Data Center sales figures going forward.First question is about Data Center visibility.
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