NVIDIA Business Overview as Presented by Jen-Hsun Huang, CEO & Co-founder's at NVIDIA's 2014 Annual Investor Day

Jen-Hsun Huang, CEO & Co-founder

ANNUAL INVESTOR DAY

FY14 Gross Margin. All CAGRs are FY10 to FY14.

55% GROSS MARGINS Focus where visual computing is valued

and innovate beyond components

PC: 9% CAGR Focus on specialty PCs (Gaming & Design)

CLOUD: 64% CAGR MOBILE: 48% CAGR

Revolutionize cloud and mobile by leveraging visual computing specialty

>7,000 PATENT ASSETS Create value with

groundbreaking inventions

Focus on Visual Computing Business Highlights

World Leader in Visual Computing

DESIGN and VISUALIZATION

GAMING HPC and DATA CENTER

AUTO and SMART DEVICES

IP GRAPHICS CARDS SYSTEMS GPUs and SOCs

LEVERAGING RESOURCES Our two business lines — GPU and Tegra Processor — leverage a single, unified architecture. On this foundation, we build technologies for each of the major computing platforms — PC, cloud, mobile. We create differentiated brands to target large markets — Gaming, Design and Visualization, HPC and Data Center, Auto and Smart Devices — where visual computing is deeply valued.

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FY10 FY14

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FY10 FY14

(Revenue, in millions)

PC Platform Mobile Platform HPC & Data Center

+9% CAGR +48% CAGR +64% CAGR

Growth in All Platforms

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FY10 FY14

Growth by Business

GPU Tegra Processor

+11% CAGR +48% CAGR

(Revenue, in millions)

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FY10 FY14

Tegra — Establishing Our Position in Mobile

Unify Architecture Lead New Markets Play to our Strengths: GPU, Games, Brand

Unify GPU & Tegra Architecture

MOBILE

ARCHITECTURE

Maxwell

Kepler

Tesla

Fermi

Tegra 3

Tegra 4

Tegra K1

GPU

ARCHITECTURE

Tegra K1

Unify GPU — Leveraged Investment

TEGRA

AUTO

GRID

TESLA

GPU

TEGRA — THE PLATFORM FOR ANDROID GAMING

SOURCE: Android gaming: DFC.

Android Gaming: $12B in 2 yrs

$0

$3

$6

$9

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2012 2013 2014 2015 2016

Billions

“We can take absolutely anything

that runs on PC or high-end

console and run it on Tegra… I

didn’t think that’d be at this level

on mobile for another 3-4 years.”

— Tim Sweeney, Founder, EPIC Games

SOURCE: Global car production: LMC Automotive.

The World’s First Car Supercomputer

TEGRA — TOMORROW’S CAR, TODAY

Global Car Production

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2012 2013 2014 2015 2016

FY14: Won $1.9B 41 Models • 16M Cars

Millions

VISUAL COMPUTING — BEYOND CHIPS

CUDA

GAMEWORKS

IRAY

GEFORCE EXPERIENCE

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2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

GEFORCE — DRIVING NEXT-GEN PC GAMING

Billions

$

30M installs

2M games/month optimized

1.8M hours captured 0%

10%

20%

30%

40%

50%

60%

70%

2010 2011 2012 2013

Gamers’ Choice Discrete GPU Share

PC

Console

Portable

Mobile

PC and Mobile Gaming — Largest & Fastest Growing

SOURCE: Gaming software, DFC. GPU market share: Mercury Research.

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1,000

1,200

2012 2013 2014 2015 2016 2017

Unit

s (t

housa

nds)

3D Printing Revolution

95% CAGR

QUADRO — REVOLUTIONIZING

DESIGN & VISUALIZATION

SOURCE: 3D Printing: Gartner.

IRAY ECOSYSTEM

Bunkspeed

Maya

Catia

3ds Max

IRAY VCA

“10 OF TOP 10”

1,104

5,379

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2,000

3,000

4,000

5,000

6,000

2010 2015

TESLA — ACCELERATING MOMENTUM

IN HPC & DATA CENTER

CUDA for Machine Learning

A Torrent of Unstructured Data

Exabyte

s of

Data

SOURCE: Green500 list November 2013. Data growth: IDC's Digital Universe Study.

“ IBM-NVIDIA Deal Latest in Hot Supercomputer Sector”

— Wall Street Journal

45

466

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Jan Feb Mar Apr May June July Aug Sept Oct Nov Dec Jan Feb

10X Growth in 1 Year

GRID Trials Worldwide

GRID — ENABLING END-TO-END

ENTERPRISE VIRTUALIZATION

SOURCE: NVIDIA KPI measuring GRID traction.

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SOURCE: Fundamental graphics patents: U.S. Patent Office.

Fundamental Graphics Patents

INVENTOR of GPU • GPGPU • Programmable Shading

IP — LICENSING THE

WORLD’s BEST GPU

Target Vertically Integrated OEMs Building Differentiated Devices

2B+ Devices per Year

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Patent Portfolio Growth

NVIDIA Opened a Huge Market for Visual Computing

~$100B Gaming Market GeForce & Tegra Gaming

~100M Cars Tegra for Auto

~500M Enterprise Workers GRID for Enterprise Virtualization

Big Data Grows 5X in 5 yrs Tesla for Machine Learning

Investment Thesis

Appendix

RECONCILIATION OF NON-GAAP TO GAAP FINANCIAL MEASURES

(in millions)

FY2010 FY2014

Graphics Processing Unit (GPU) excluding chipset revenue $2,298 $3,454

Chipset revenue 872 14

GPU revenue $3,170 $3,468

FY2010 FY2014

Tegra Processor excluding game console related revenue $79 $378

Game console related revenue 77 20

Tegra Processor revenue $156 $398