EECS 441 - Fall 2016 - Section 1 (3:00) - October 3rd

1. Brandon Oyer
EECS 441
October 3rd, 2016

2. Product Lines
Gaming Hardware and
Software
Chipsets Graphics Processing

3. Finances
Stock Price Revenue
Market Cap: $35.7B

4. Business Model
CAGR - Compounded Annual Growth Rate
Business MixMarket Platforms

5. History
● April 1993: Founded by three engineers
● Summer 2000: GeForce2 GTS ships inside Microsoft’s first Xbox
● Mid 2007: Named Forbes Company of the Year
● February 2011: Announced Tegra 3
○ First quad-core mobile chip
● January 2015: Announced Drive PX
○ Deep-learning chip for autonomous cars

6. Competitors

7. What makes NVIDIA special?
Secret Sauce
● GPUs
○ GeForce, Quadro, Tesla
● Leverage and Scale
What’s HOT?
AI + Machine Learning =

8. Bottom Line
● 3 out of 4 gamers have an NVIDIA graphics card
● Consistent 5 year growth in revenue and profit margin
● R&D in AI, Machine Learning, Autonomous Cars

9. Bottom Line
● 3 out of 4 gamers have an NVIDIA graphics card
● Consistent 5 year growth in revenue and profit margin
● R&D in AI, Machine Learning, Autonomous Cars
BUY NVDA