Major updates from the two biggest names in AI, Motley Full Money starts now.

I'm Dylan Lewis and I'm joined over the airwaves by Motley Full analyst

Ossit Sharma. Ossit, thanks for joining me.

Dylan, thank you for having me.

We are heading into the Thanksgiving holiday and we are talking about the hottest dinner table topic artificial intelligence

We've got earnings from the industry's number one supplier and the latest on the open AI drama.

Osset, let's start with NVIDIA earnings.

I have to be honest, the numbers don't even seem real

when you look at what this company did on the top and bottom line,

Hassett.

Yeah, totally, Dylan, looking at a quarter in which

NVIDIA booked $18 billion in revenue,

and on that had net income of 9.2 billion dollars.

It's better than a 50% profit margin.

Revenue was up 2006% year over year and even accelerated 34% quarter over quarter.

So this is just something phenomenal but it also proves out a bit of the case on

invidia that it is a central player in artificial intelligence going forward that

its GPU it, super computer

gepu complexes especially, are mission critical

for companies that want to work with large language models.

So I think we saw a company just executing to its potential really fulfilling as much of its

salesbook as it humanly could.

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