Colette Kress:

1. GitHub Copilot and Microsoft 365 Adoption: “Microsoft recently noted that more than 50,000 organizations use GitHub Copilot business to supercharge the productivity of their developers, contributing to GitHub revenue growth accelerating to 40% year-over-year. And Copilot for Microsoft 365 adoption grew faster in its first two months than the two previous major Microsoft 365 enterprise suite releases did.”
2. Consumer Internet Companies: “Consumer internet companies have been early adopters of AI and represent one of our largest customer categories… These AI investments are generating a strong return by improving customer engagement, ad conversation and click-through rates.”
3. Meta’s Revenue Acceleration: “Meta in its latest quarter cited more accurate predictions and improved advertiser performance as contributing to the significant acceleration in its revenue.”
4. ServiceNow’s Generative AI Products: “ServiceNow’s generative AI products in their latest quarter drove their largest ever net new annual contract value contribution of any new product family release.”
5. Healthcare and NVIDIA Clara: “In healthcare, digital biology and generative AI are helping to reinvent drug discovery, surgery, medical imaging and wearable devices… creating the NVIDIA Clara healthcare platform and NVIDIA BioNeMo, a generative AI service to develop, customize and deploy AI foundation models for computer-aided drug discovery.”
6. American Express and Fraud Detection: “In financial services, customers are using AI for a growing set of use cases… For example, American Express improved fraud detection accuracy by 6% using NVIDIA AI.”

Jensen Huang:

• Transition to Accelerated Computing: The computer industry is moving from general-purpose to accelerated computing in data centers to keep up with growing demand while managing costs and energy.
• Rise of Generative AI: NVIDIA’s advancements have enabled generative AI, a new computing paradigm where software can learn, understand, and generate information across various fields.
• AI-Dedicated Data Centers: Similar to AC power plants in the previous industrial revolution, NVIDIA AI supercomputers are the AI generation factories of this era, processing massive raw data into digital intelligence.
• Foundation for Industries: Every company’s foundation will shift towards their proprietary business intelligence and, eventually, their proprietary generative AI, affecting every industry.
• Investment in AI Infrastructure: A new investment cycle is underway to build AI generation factories, expected to double the world’s data center infrastructure in five years and create a market opportunity in the hundreds of billions annually.
• Broad Application Spectrum: The new AI infrastructure will enable a wide range of applications not possible today, impacting sectors from automotive to healthcare, financial services, and more.
• NVIDIA’s Full Stack Computing Platform: NVIDIA offers a comprehensive platform with industry-specific applications, frameworks, and a vast developer and partner ecosystem, aiming to transform companies in every industry into AI companies.
• Upcoming GTC Event: Huang invites attendees to the next month’s GTC in San Jose for more updates on NVIDIA’s progress and future plans.