TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
Do you recognize that there's actually... .002 cents.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
Yes, do you recognize there's a difference between those two numbers?
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
.002 dollars and .002 cents.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
Yes, is there a difference between... They're both the same if you look at them on paper wise.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
No, they're not actually.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
So if you take .002... Cents, remember, it's cents.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
No, that would be 71 cents.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
How much should I be charged?
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
Two-tenths of a penny would be .2 cents.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
Cents.
TBPN
The Social Reckoning Reactions, Fable 5 Sparks Safety Debate, π Timeline Reactions | Farza Majeed, Trent Simonian, Sridhar Ramaswamy, Matthew Prince, Vinod Khosla, Ranjan Rajagopalan, Markie Wagner, Bret Taylor
You never did the conversion from cents to dollars.
Right, I mean, they delivered on everything.
They checked all the boxes.
For NVIDIA, given their track record,
The expectations are always high, and they were high this quarter, and they came in well above even the high end of the so-called whisper numbers.
And also, they talked about visibility extending well into 2027.
And if you look at the breakdown of the quarter, what led the growth was, interestingly, the non-hyperscalar business, which suggests that
The AI momentum is spreading into the broader markets like enterprise and in a smaller cloud customers, et cetera.
And then in addition to that, networking was particularly strong.
That's also a positive sign in our view because