Ed Ludlow

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.

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.