Enterprise Visualization, Accelerated Computing and Virtualization Overview: NVIDIA's Investor Day 2014
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NVIDIA's annual investor day highlights growth across its product lines: - Quadro experienced record growth through a refreshed product line and key applications becoming more GPU-centric. - Tesla saw another record year with growth accelerating in HPC verticals and an emerging opportunity in big data analytics. - GRID is powering cloud computing through partnerships enabling end-to-end enterprise virtualization.
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Enterprise Visualization, Accelerated Computing and Virtualization Overview: NVIDIA's Investor Day 2014
- 1. Jeff Brown, VP, Design & Visualization ANNUAL INVESTOR DAY
- 2. ENTERPRISE GROUP Visualization, Accelerated Computing & Virtualization TESLA Accelerating Momentum in HPC and Big Data Analytics QUADRO Revolutionizing Design & Visualization GRID Enabling End-to-End Enterprise Virtualization
- 3. Highlights QUADRO Trusted, Solid Growth Record year – strong & growing Refreshed product line Key ISV applications increasingly GPU-centric TESLA Proven Growth Business Another record year Growth accelerating in target HPC verticals Big data analytics – emerging growth segment GRID Powering the Cloud Revolution Deep collaboration with industry virtualization leaders Sales channel integration with partners Demand generation driving thousands of leads and hundreds of trials
- 4. Quadro 30M Creative and design pros $6B+ TAM (4 year refresh cycle) $1.5B+ Available opportunity/year Drivers: 4K workflows ISV GPU based applications 3D printing SOURCE: Adobe, Autodesk, NVIDIA Estimates
- 5. Businesses will spend more than $100 billion on cloud-based services in 2016. Source: CIO Journal “ ”
- 7. Office Productivity Medical Records DESIGNER KNOWLEDGE WORKER POWER USER TASK WORKER Enterprise Desktop Virtualization 1.0 Market 25M 200M 400M 100M Virtualization 1.0
- 8. Office Productivity Medical Records Nice to Have Must Have Media Rich WebPLM & Volume Design3D Engineering & Design Apps DESIGNER KNOWLEDGE WORKER POWER USER TASK WORKER vGPU Enables EnterpriseMarket 25M 200M 400M 100M NewOpportunity 2.0 Virtualization 1.0
- 9. GRID Enterprise Opportunity 225M Power enterprise workers 20 Concurrent users per GRID card $5B+ Available opportunity/year SOURCE: IDC Data, NVIDIA Estimates
- 10. Total direct cost savings: RMB 9M Utilization & work efficiency — “So enhanced it cannot be measured” Security guaranteed
- 11. Patrick Godwin, Manager, Engineering Systems With GPUs we can reduce our simulation times by a factor of 2X times - that means faster time to market. With NVIDIA GRID we can get access to the same performance from anywhere – whether on a workstation, laptop or tablet. We’ve had a great response for NVIDIA GRID and personally that’s all I use. “ ”
- 12. Summary GRID — Enables end to end enterprise virtualization Quadro — Revolutionizing design & visualization
- 13. Sumit Gupta, GM, Tesla Accelerated Computing ANNUAL INVESTOR DAY
- 14. Highlights QUADRO Trusted, Solid Growth Record year – strong & growing Refreshed product line Key ISV applications increasingly GPU-centric TESLA Proven Growth Business Another record year Growth accelerating in target HPC verticals Big data analytics – emerging growth segment GRID Powering the Cloud Revolution Deep collaboration with industry virtualization leaders Sales channel integration with partners Demand generation driving thousands of leads and hundreds of trials
- 15. IBM Partners with NVIDIA to Build Next- Generation Supercomputers POWER CPU Tesla GPU + GPU-accelerated POWER-based systems available in 2014
- 16. Diverse Markets Supercomputing 23% Oil & Gas 12% Defense/ Federal 13% Higher Ed / Research 15% Med Image/ Instru 11% Consumer Web 6% Media & Entertain 9% Finance 4% CAE / MFG 7% NVIDIA estimates FY14 Segments
- 17. 0% 10% 20% 30% 40% 50% 2010 2011 2012 Accelerated Computing Growing Fast 2x Growth in One Year NVIDIA GPU is Accelerator of Choice NVIDIA GPUs 85% INTEL PHI 4% OTHERS 11% Intersect360 Research HPC User Site Census: Systems, July 2013 Percent of HPC Systems With Accelerators 22% 24% 44% Intersect360 Research HPC User Site Census: Systems, July 2013
- 18. World’s Top 3 Servers Now GPU-Accelerated R720 DL380 x3650
- 19. Tesla HPC Opportunity $15B HPC server spend/annual 1.5M GPU servers/annual 2 GPUs per server $3B+ Available opportunity/year SOURCE: IDC HPC Forecast, NVIDIA Estimates
- 20. Beyond HPC to Big Data Analytics Partial list of atendees at GPU Technology Conference 2014
- 21. Tesla Accelerates Machine Learning & Data Analytics Speech/Image Recognition Recommendation Engine Search Ranking Auto Tagging in Creative Cloud Speech/Image Recognition Hadoop-based Clustering
- 22. FY15 Positioned for Growth Fuel ongoing growth in Defense & Federal Continue to drive growth in HPC Drive new growth into Consumer Web companies