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This is driving both training and inference demand. However, [this dynamic] drove a surge in e-tail demand.

Enterprise cloud adoption will accelerate.

NVIDIA is well positioned to advance the most powerful technology forces of our time -- cloud computing and AI.For the second quarter, management guided for revenue of $3.65 billion, representing growth of 41.5% year over year. Nvidia AI is enabling breakthroughs in language understanding, conversational AI and recommendation engines — the core algorithms that power the internet today.

Reiterates gross margin benefited from GeForce product mix and Data Center growth.Huang thanks front-line workers and Nvidia employees. Also one about the recent acquisition of networking software provider Cumulus Networks.Also notes Nvidia's Data Center revenue has diversified a lot, with hyperscalers now only accounting for about half of revenue. Cloud computing demand is also growing a lot.IR chief Simona Jankowski is going over Nvidia's safe-harbor statement.Huang: Some vertical industries have been affected by COVID, such as automotive. The Tesla V100 was used for scale-up training workloads involving one user, while the Tesla T4 was used for scale-out inference workloads supporting millions of users. Earnings per share: $1.89 versus $1.66 expected. We've been working on accelerated computing for more than 20 years. Countries will try to create a "computational defense system" to protect against things like COVID-19.

And we're investing in our business.Nvidia's call has ended. Here's what the company reported: Earnings… “The basic computing elements are now storage servers, CPU servers and GPU servers, and are composed and orchestrated by hyperscale applications that are serving millions of users simultaneously. Also whether there might be some pent-up demand in areas such as HPC post-COVID.Huang: We've learned a lot over the years about how customers want to accelerate workloads. Automobile infotainment system demand and autonomous development infrastructure builds declined, and the impact is expected to continue for the next several quarters. Eric Jhonsa breaks down Tesla's fourth quarter earnings and call with analysts.Huang: There was no accelerated computing platform until Nvidia came along. But demand will eventually rebound. We're launching a new GPU architecture, and new architectures tend to initially have lower margins before gradually rising. Higher game console processor sales could also impact margins.Huang: COVID-19 is reshaping industries and markets.
With Ampere, we created an architecture that delivers gigantic performance gains, and is also unified, accelerating a wide variety of workloads.

The gaming platform's year-over-year increase was due to higher sales across all major products, while its sequential decline was driven by seasonally lower sales of desktop GPUs. I think there will be structural changes. GAAP and non-GAAP gross margins are expected to be 65% and 65.4%, respectively. But demand will eventually rebound. Also one (amid reports that Nvidia is prepping an Ampere-architecture gaming GPU line) about Nvidia's thinking about Gaming product launches amid conference cancellations.Huang with some closing remarks.
Nvidia’s twin businesses of AI and gaming chips are both going strong, and its rivals Intel and Advanced Micro Devices have also posted good quarterly results amid a recovery of datacenter computing.He added, “Nvidia RTX ray tracing is reinventing computer graphics, driving powerful adoption across gaming, VR and design markets, while opening new opportunities in rendering and cloud gaming. Highlights Nvidia's efforts to fight COVID-19, including support for research efforts.Question about Mellanox's expected growth for calendar 2020, and one about the "long-lasting impact" of COVID-19 on AI-related demand.Kress: We have close to 3K Mellanox coming on board, which will increase opex.