Jay Goldberg

Yeah, I mean, straight to the outlook.

And by the way, I would have done the same thing.

Go right there.

You know, revenue in the fiscal first quarter, $78 billion, plus or minus 2%.

You know, a consensus was really high.

But like going into this, it's a very simple equation.

There were many names from across sell side and buy side that said they wanted to see NVIDIA beat NVIDIA.

revenues overall in the current period by the multiple billions of dollars against consensus.

And so one thing I would say to confirm something is that the fiscal first quarter, which is the April quarter, does not assume any compute revenue from China in the outlook, does not factor in any compute revenue of China.

That, I guess, is something to check off the list.

It was one of the questions we had.

No, I don't have it yet, but it will be in the CFO commentary.

I mean, on a basis point basis, yeah.

Look, like margins are impacted by a number of things.

It has been a sell side question on prior calls, the percentage of a server that NVIDIA contributes to.

And again, what's changed in the period is,

is Nvidia starting to sell, for example, CPUs as standalone product.

And that was a part of the meta deal that was included.

They talked about CoreWeave being an early user of CPU as a standalone product.

How does that impact the margin profile going forward?