In our trailing four quarters, we estimate that inference drove about 40% of our datacentre revenue. Both training and inference are growing significantly. Large clusters like the ones built by Meta and Tesla are examples of the essential infrastructure for AI production - what we refer to as AI factories.
The computer is no longer an instruction-driven only computer. It's an intention-understanding computer. That's going to change computing stacks all over the world.
Huang said the company's Blackwell platform represented the next wave of growth. According to Huang, Blackwell forms the foundation for trillion-parameter-scale GenAI. Within its datacentre business, Nvidia's networking arm reported revenue of $3.2bn, an increase of 242% from the previous year.
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