Carol Masser

Let's go back to the fourth quarter data center revenue.

That coming in better than expected.

$62.3 billion versus the street estimate of $60.36 billion.

NVIDIA saying computing demand is growing exponentially.

Fourth quarter adjusted gross margin, we expected 75%.

We got 75.2%.

Fourth quarter revenue coming in overall, $68.1 billion, better than the street estimate of $65.91 billion.

Tim, we're seeing that stock up now about 2.2% in the aftermarket.

Our Sarah Fryer on our live blog saying that shares are growing up on that data center revenue beat.

Hey, Ed Ludlow, come on in.

I know you're looking at these numbers.

What jumps out for you?

Go ahead.

Yeah.

Yeah, I'm looking at that CFO commentary.

As we know, revenue expected to be $78 billion, plus or minus 2%.

And as you correctly pointed out, not assuming any data center compute revenue from China in their outlook.

Gap and non-gap gross margins expected to be 74.9% and 75% respectively, plus or minus 50 basis point, inclusive of a one-tenth of 1% impact from stock-based compensation expense.

Just looking at what else we have here.

Operating expense of GAAP and non-GAAP operating expenses to be approximately $7.7 billion, $7.5 billion respectively, that's inclusive of $1.9 billion of stock-based compensation expense.