Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
The company says the data center segment will include business with the hyperscalers and those building AI focused data centers.
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Edge computing will highlight the devices itself for PCs, game consoles, robotics and the like.
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I know this is a little bit of a wonky sort of accounting question, but as an analyst, like I know you want to see data.
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clearly defined areas when it comes to segment reporting.
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What's your initial reaction to this new reporting structure?
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it's the only number people care about, right?
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gamer.
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upgrades.
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Ed, I know this is not the number that everybody's focused on, but since this is NVIDIA's DNA and you're our gamer, what do you make of the gaming GPU issue?
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They're leaving it to someone else now?
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What is it?
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for this company.
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center.
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It is all about the data centers.
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Hey, speaking of the data centers, I want to bring Paul Meeks back in here.
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Ian King and Dina Bass writing separately on the live blog.
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Ian talking about hyperscalers still being the biggest providers of sales for that unit.
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But others, AI clouds, industrial enterprise grew quicker.
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Quarter over quarter, it's a trend that investors will want to see accelerate to remove the concern that it's too dependent on customers who have their own components and an incentive to move away from NVIDIA.
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Dina Bass weighing in and saying that at the same time, the greater growth in non hyperscaler customers does point to the idea that indeed folks like Google and Amazon, while they remain huge NVIDIA buyers.
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Showing 1121–1140 of 1,353 · page 57 of 68
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