NVIDIA
NVIDIA's Q3 fiscal 2025 results to be discussed Nov 20, with CFO Colette Kress releasing commentary prior. Q&A limited to analysts and institutional investors.
"Enterprise RAs combine NVIDIA-Certified servers, Spectrum-X AI Ethernet, BlueField-3 DPUs with NeMo and NIM microservices for optimized AI infrastructure"
"Using H100 GPUs & Llama 3, Ntropy achieves 20x model efficiency, while NayaOne's AI sandbox delivers 10x faster fraud detection with 40% cost reduction."
"New AI system shows 40% better fraud detection, uses RAPIDS, GNN & XGBoost. Bunq reports 100x faster model training; AmEx makes fraud calls in milliseconds."
"Next year's AI surge may displace 15-20% of jobs. Beyond market values, success hinges on managing workforce transformation and societal impact."
"NVIDIA plans 10x GPU expansion in India, partnering with tech firms to train 500k developers in sovereign AI, agentic AI, and physical AI systems."