#NVIDIAConference NVIDIA

KEY OPPORTUNITIES (Brief Analysis)

1) EXPANSION of AI in the CLOUD and EDGE: Growth of AI training and inference in data centers and edge solutions offers sustained demand for high-performance GPUs (H/A series and future iterations).

2) NEW GENERATIONS of hardware: Advances in performance, efficiency, and consumption traceability allow attractive performance-to-price ratios compared to competitors.

3) CUDA/SOFTWARE ECOSYSTEM: Mastery of development tools and accelerated libraries can generate recurring software, support, and service revenues (NGC, optimized frameworks, optimization tools).

4) AUTOMOTIVE and EDGE AI: Assisted driving solutions, robotics, and industrial devices offer growth outside of gaming and cloud AI.

5) STRATEGIC ALLIANCES and ADOPTION in HYPERSCALERS: Contracts and exclusivities with cloud providers can stabilize revenues and expand large-scale deployments.

6) REVENUE DIVERSIFICATION: Software services, GPU rental in the cloud, and HPC solutions can cushion hardware fluctuations.

7) EMERGING and VERTICAL MARKETS: AI in healthcare, finance, scientific simulation, and creative design broaden use cases for high-performance GPUs.