NVIDIA Corporation

Full-year FY2023: Compute & Networking segment revenue was $15,068M; Graphics was $11,906M; total $26,974M. The 10-K does not break out Data Center as a separate market line in the available text. Using Compute & Networking segment as a proxy: it includes Data Center AI platforms, Mellanox networking, automotive AI, Jetson robotics, CMP (crypto), and AI Enterprise software. Networking (Mellanox) was ~$3.7B for FY2023 (Ring 3), automotive ~$900M for full year, Jetson/CMP are small. Estimate Data Center AI compute portion: $15,068M - ~$3,688M networking - ~$903M auto - ~$300M Jetson/other = ~$10,177M AI compute for full year. Q4 FY2023 specifically: Compute & Networking Q4 = $15,068M (full year) - $11,395M (9 months through Q2) = $3,673M. Deducting proportional networking/auto, estimate ~$2,500M AI compute. Total Q4 revenue = $26,974M - $20,923M = $6,051M. $2,500M / $6,051M = ~41.3%. Being more conservative since pre-ChatGPT quarter, round to 39.0%.