Timothy Arcuri: Thanks a lot. Can you talk about the attach rate of your networking solutions to your — to the compute that you’re shipping? In other words, is like half of your compute shipping with your networking solutions more than half, less than half? And is this something that maybe you can use to prioritize allocation of the GPUs? Thank you.
Jensen Huang: Well, working backwards, we don’t use that to prioritize the allocation of our GPUs. We let customers decide what networking they would like to use. And for the customers that are building very large infrastructure, InfiniBand is, I hate to say it, kind of a no-brainer. And the reason for that because the efficiency of InfiniBand is so significant, some 10%, 15%, 20% higher throughput for $1 billion infrastructure translates to enormous savings. Basically, the networking is free. And so, if you have a single application, if you will, infrastructure or it’s largely dedicated to large language models or large AI systems, InfiniBand is really a terrific choice. However, if you’re hosting for a lot of different users and Ethernet is really core to the way you manage your data center, we have an excellent solution there that we had just recently announced and it’s called Spectrum-X.
Well, we’re going to bring the capabilities, if you will, not all of it, but some of it, of the capabilities of InfiniBand to Ethernet so that we can also, within the environment of Ethernet, allow you to – enable you to get excellent generative AI capabilities. So Spectrum-X is just ramping now. It requires BlueField-3 and it supports both our Spectrum-2 and Spectrum-3 Ethernet switches. And the additional performance is really spectacular. BlueField-3 makes it possible and a whole bunch of software that goes along with it. BlueField, as all of you know, is a project really dear to my heart, and it’s off to just a tremendous start. I think it’s a home run. This is the concept of in-network computing and putting a lot of software in the computing fabric is being realized with BlueField-3, and it is going to be a home run.
Operator: Our final question comes from the line of Ben Reitzes with Melius. Your line is now open.
Benjamin Reitzes: Hi. Good afternoon. Good evening. Thank you for the question, putting me in here. My question is with regard to DGX Cloud. Can you talk about the reception that you’re seeing and how the momentum is going? And then Colette, can you also talk about your software business? What is the run rate right now and the materiality of that business? And it does seem like it’s already helping margins a bit. Thank you very much.
Jensen Huang: DGX Cloud’s strategy, let me start there. DGX Cloud’s strategy is to achieve several things: number one, to enable a really close partnership between us and the world’s CSPs. We recognize that many of our — we work with some 30,000 companies around the world. 15,000 of them are startups. Thousands of them are generative AI companies and the fastest-growing segment, of course, is generative AI. We’re working with all of the world’s AI start-ups. And ultimately, they would like to be able to land in one of the world’s leading clouds. And so we built DGX Cloud as a footprint inside the world’s leading clouds so that we could simultaneously work with all of our AI partners and help blend them easily in one of our cloud partners.
