Ed Ludlow

Hyperscalers were just over 50% of fourth quarter data center revenue.

Is that a sign that NVIDIA is diversifying revenue?

Who made up the other half of data center revenue?

Is it automakers?

Who's buying?

So those other customers, Ed, come on in here.

Those other customers are like the CoreWeaves and the other NeoClouds?

Well, NVIDIA shares up 3.4% right now.

And in fact, we're seeing Broadcom, TSMC and Micron shares follow NVIDIA higher.

Jay Goldberg, come on in here and talk a little bit about the broader repercussions of a print like this outside of NVIDIA.

What's the signal that it sends, not just to hardware makers, but to the entire market?

Jay, we're going to have to leave it there.

We're going to give you time to get ready to jump on that call.

Jay Goldberg is Senior Analyst, Semiconductors and Electronics for Seaport Research Partners.

Once again, Jay, the only analyst tracked by the Bloomberg Terminal who has a sell rating on NVIDIA.

Ed, I want to give you the last word.

You've spoken to Jensen Wang many, many times.

What's a question that you would have for him on the earnings call tonight?

All right.

We're keeping an eye on this.