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
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?
But yeah, I mean,
What they do is they own more of the server and that has been one of the ways in which that they've got margins to where they are and clearly being 0.2% above where the hopes were is not a bad thing.
Yeah, I mean, what is still important in this fact is that obviously the vast majority has been the hyperscalers plus meta, right?
And so they've wanted to kind of switch between a story, what they used to call an AI factory, right?
At first, an AI factory was an on-prem data center that enterprises and maybe some of the neoclouds would operate themselves.
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