Caroline Hyde
speaker
8,902 appearances
181 recordings
4 series
first heard Aug 2025
last heard 12 Jun
Caroline Hyde’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.
Appearances
So I think that's kind of where they are and they're hoping to just continue on that trajectory.
They've made a lot of restructuring changes to kind of operate more efficiently.
They've gotten rid of a lot of middle management people.
And I think part of a question I have is like, is this the culmination of that?
Like, are they now happy with their organizational structure and are they going to be able to just execute without restructuring anymore?
with Caroline Hyde in New York and Ed Ludlow in San Francisco.
yeah so usually at the start of a new product ram your margins will get hit but one key thing is different this time is the the ramp of improvement of margins with the blackwell has been very impressive we all know about the rising memory cost the rising wafer and package cost despite of that and they don't pass on this cost to their customer
Despite of that, they've been able to hold that 75% margins, the software level gross margin.
So that speaks to two things, their pricing power and their ability to optimize for costs in their supply chain.
Hence that large purchase commitment increase, which really lets them deploy their balance sheet in their supply chain.
I couldn't find anything negative in this sprint.
I mean, looking at buy side expectations, it very clearly cleared the most lofty bogeys on the buy side.
I think this is just the reaction seems to be overall AI fatigue.
On one end, when the top five customers who are raising CapEx targets are being punished for spending that money, you can't have it both ways where the company that's capturing all that revenue also gets rewarded for taking a lot of that high spending.
Just very quickly, networking provided a lot of the upside.
Just explain it
Yeah, you know, people don't pay a lot of attention to the networking, but networking has been surpassing expectations every single quarter.
And I think it will greatly because now the networking, they can sell it even where their GPUs don't go.
So even like ASICs for an Amazon, which are supposed to be growing and taking share away from the NVIDIA GPUs, they're going to plug it with NVIDIA networking.
So that's a new source of revenue, even where they don't have the chips in the servers.
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