Nvidia had one other stellar quarter, reporting this week it had revenues of $4.73 billion for its third fiscal quarter ended October 25, up 57% from a yr earlier.
We talked to CEO Jensen Huang about these outcomes, however we additionally strayed into different points as effectively, such because the surroundings for antitrust. The tech giants like Apple, Google, Amazon, and Fb are dealing with extra scrutiny lately on antitrust, and I requested Huang if that affected Nvidia, particularly because it makes an attempt to amass Arm for $40 billion. Nvidia additionally mentioned its GeForce Now will debut on iOS through the online, with Fortnite coming quickly, in a manner that was constraining due to Apple’s guidelines about cloud gaming.
I additionally requested him if he thinks that Arm deal can even make Nvidia change into extra open than it in any other case may be. We additionally chattered in regards to the PC versus the next-generation consoles and the way Nvidia’s two large companies, gaming graphics and AI/datacenter chips, are contending with one another to change into the corporate’s greatest supply of revenues.
We hope you benefit from the dialog. Right here’s an edited transcript of our interview.
GamesBeat: Congratulations on one other good quarter. On anti-trust, I questioned — the regulators and Congress are all going after the tech giants now. Is that one thing that may have an effect on Nvidia not directly, like with the ARM acquisition? What do you consider the surroundings for anti-trust?
Jensen Huang: There’s nothing on my radar. All the companies we’re in are tremendous aggressive. ARM has big clients. The brand new markets they wish to develop into, they’re the extreme underdog. There’s each purpose to consider that by including extra horsepower to ARM, we’re going to extend buyer alternative and improve innovation within the market. Our evaluation is that regulatory goes to be fairly favorable to this transaction.
GamesBeat: Do you suppose ARM will help Nvidia change into extra open than it ordinarily may be?
Huang: ARM and Nvidia are very comparable. Nvidia’s structure is offered in each cloud, in each pc maker, in each form and dimension. You should purchase chips. You should purchase techniques. You may hire it for a greenback an hour. The rationale why our platform is so well-adopted is as a result of it’s open. Individuals speak about even reverse-engineering our structure, and that’s nice. The structure might be essentially the most abundantly accessible structure exterior of the x86 on this planet, for general-purpose programming.
ARM is similar manner. Their structure is offered to anyone who needs to return and get it. These are very comparable, and now we have very comparable attitudes in regards to the availability of our structure to clients.
GamesBeat: The opposite aspect of that is, would you like different corporations to be extra open and let you do extra? For instance, Apple and GeForce Now. That cloud gaming app can’t actually occur besides on the net. How do you are feeling about others being open?
Huang: Our technique is to be open, to have an open platform for everyone to make use of nevertheless they’d like to make use of it. However all people has their very own technique. Ours simply occurs to be an open platform technique.
GamesBeat: Now we have one other console season right here. What do you consider the PC versus console proper now? There’s an fascinating competitors shaping up.
Huang: I don’t actually suppose they’re opponents. The issues you are able to do on a PC, you’ll be able to’t do them on a console. However the factor that’s nice is that every one the content material builders are having to boost the bar as a result of the consoles are so highly effective. Everyone seems to be transferring to raytracing, which is incredible. All of that’s good for gaming.
If you happen to take a look at the way in which that individuals use PCs lately, as you realize, gaming has gone effectively past simply gaming. It’s used for artwork. It’s used for sport. It’s used for sharing and influencers. The PC is the perfect platform for doing all of that. To not point out, you want a PC anyway for video conferencing and issues like that. You may as effectively get an Nvidia GeForce with AI broadcasting and all that stuff. It’s good bang for the buck.
GamesBeat: I see gaming and the info middle are buying and selling the lead in your revenues forwards and backwards. Do you count on that to maintain occurring within the foreseeable future?
Huang: I hope the 2 companies will proceed to commerce leads within the dimension of the enterprise. It’s a foregone conclusion that everyone on this planet can be a gamer sometime. There are solely a billion energetic avid gamers right this moment. Sometime there can be 7 billion, eight billion energetic avid gamers. The expansion alternative for gaming remains to be effectively forward of us. Gaming is the one leisure that may be any leisure. You and I each know that when the metaverse, we’re going to spend so much extra time in sport worlds, not simply to sport, however simply to hang around, to be with folks, to work together with folks. The gaming market has a terrific future forward of it.
Alternatively, I additionally know that AI is a brand new manner of writing software program, and this manner of writing software program goes to influence each business. As a result of we will now write software program that we in any other case couldn’t earlier than, computing may attain extra locations that we in any other case couldn’t earlier than. For instance, who would have thought that on the roads of the longer term, a billion computer systems may very well be simply driving round? Who would have thought that, sooner or later, there can be 1000’s of computer systems roaming round warehouses and factories? These are all new purposes that in any other case wouldn’t have been attainable with out AI.
Each constructing can be an AI. Every part can be an AI. That’s going to generate lots of knowledge, much more computing. The pc business goes to be gigantic due to AI. It’s the catalyst that’s been lacking. It’s the ultimate piece of the puzzle, to put in writing the software program. If somebody can write the software program, we will promote a pc. Now we will have computer systems write software program. These two companies are long-term secular alternatives.