Ed Ludlow

Are you able to give me any evidence through Snowflake's lens that you actually see that in the real world?

Snowflake CEO Sridhar Ramaswamy, great to have you back on Bloomberg Tech.

Thank you very much.

The news doesn't stop on the weekends.

Yeah, just to remind everybody where we are with these numbers, the company sees first quarter revenue coming in $76.44 billion to $79.56 billion.

That beat estimates handily of $72.78 billion.

As Carol mentioned, NVIDIA CEO Jensen Wong saying in a statement, computing demand is growing exponentially.

We also, fourth quarter data center revenue worth repeating a beat there, $62.3 billion.

The estimate is for $60.36 billion.

And that gross margin coming in above estimates at 75.2%.

I want to bring in Jay Goldberg from Seaport Research Partners.

He's senior analyst for semiconductors and electronics.

He joins us also from San Francisco.

Jay, anything in here that confirms your thesis or does it sort of go against the cell rating that you have on Nvidia?

Yeah.

Just go and jump in.

But 75.2% versus 75% expectations.

I mean, Ed, can you use that as sort of a guide for how the company could see first quarter?

A headline getting my attention is NVIDIA says that hyperscalers were just over 50% of 4Q data center revenue.

Jay Goldberg, I want to repeat that headline for you.