Jay Goldberg
speaker
117 appearances
6 recordings
2 series
first heard Jan 2026
last heard 20 May
Jay Goldberg’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 6 in all, peaking in Feb 2026 with 3.
Appearances
So at one level, it makes sense.
I have to think through it.
But data center is really where people are focused on.
It's kind of the number that
It's the only number that people care about, with the exception of my 14-year-old son, who only cares about the gaming GPUs and is going to be very saddened by this news.
He'll still get the gaming GPUs.
They just won't be reported out separately.
Yeah, it's getting harder to get them and they're not getting updated as fast as you'd like.
Well, that's interesting because that's the DNA of the company.
That's the DNA of the company, yeah.
Ed, you're a
Come on in here.
I'm a gamer.
I'm a gamer, but... You're a gamer too, Jay?
I'm willing to forgive them on their pace of gaming GPU
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.
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