The proxy is an underread filing, and NVIDIA's 2023 DEF 14A (filed May 8, 2023) rewards the read. Among the year's accomplishments it lists the new "GPU architecture and ramp of the first products based on the architecture, including the NVIDIA H100 Tensor Core GPU," alongside "NVIDIA cloud services." EdgarBeast surfaced the language.
The line that mattered: a company tends to put in its proxy the achievements it wants shareholders to reward, and NVIDIA is choosing to highlight the H100 ramp. In spring 2023, with AI compute demand the dominant market conversation, management is signaling that the H100 cycle is the story it is staking the year on.
A proxy is not a financial statement, so it carries no segment revenue here; I won't read an earnings figure out of a governance document. What it carries is emphasis — and emphasis, chosen by management for a shareholder vote, is itself a disclosure.
Read forward, the open question as of this filing is how far the H100 ramp carries the data-center business in the quarters ahead. The proxy stakes the claim; the 10-Qs will keep the score. The DEF 14A on sec.gov is primary; EdgarBeast is the evidence index.