NVIDIA Corporation (NASDAQ:NVDA) Q1 2021 Earnings Conference Call - Final Transcript
May 21, 2020 • 05:30 pm ET
[Operator Instructions] And your first question comes from Aaron Rakers with Wells Fargo. Please go ahead.
Yeah, thanks and congratulations on the solid quarter. Colette, I'm curious of your commentary around visibility in the data center side. That's been [Phonetic] you know, comments over the last couple of quarters, how would you characterize your visibility today relative to maybe what it was last quarter and how do we think about the visibility in the context of trends maybe into the back half of the calendar year. Thank you.
Thanks well [Phonetic] for the question. You're correct. We have indicated a couple of quarters ago that we were starting to see improved visibility after we came out of the digestion period in the prior overall fiscal year. As we move into Q2, we still have visibility and solid visibility into our Q2 results for overall data centers. So at this time, I'd say, they are relatively about the same of what we had seen going into the Q1 period and we think that is a true indication of their excitement about our platform and most particularly our excitement regarding A100 and its launch and its additional products. Now regarding the second half of the year, as you know, we have seen broad-based growth in both the hyperscale and the vertical industries, both of them in terms -- have hit record levels in our Q1 results and we see in terms of inferencing continuing to grow as well. As well as we're also expanding in terms of edge AI. Our strong demand of the A100 products including the Delta board, but also in terms of our DGXs are just starting a initial ramp. However, we do guide only one quarter at a time. So it's still a little bit too early for us to give a true certainty in terms of the macro situation that's in front of us, but again, we feel very good about the demand for A100.
Your next question comes from Stacy Rasgon with Bernstein Research. Please go ahead.
Hi guys, thanks for taking my questions. I first wanted to follow-up on your gaming commentary. You sort of mentioned a couple of offsets, COVID potentially still a headwind, e-tail a tailwind and maybe offsetting each other. Were you trying to suggest that those did offset completely and gaming was kind of flattish into Q2, because I know it has a typical seasonal pattern, switch [Phonetic] is typically up. I guess what were trying to say with those kind of factors and what are the kinds of things we should be thinking about when it comes to seasonality, Colette, into Q2 around that business segment?
So let me start and I'll see if Jensen also wants to add on to it. I think you're talking about our sequential between Q1 and Q2. Some of the --
Right, some of the pieces that we had seen related to COVID-19 in Q1 may carryover into Q2. COVID-19 in fact had