Invidia once again knocks the cover off the ball. You're listening to Motley Fool

Muddy. I'm Ricky Mulvey joined today by Osset Sharma Osset.

We've been talking for 20 minutes, but it's still good to see you.

Good to see you, Ricky.

All right, there is one story on the platter for the A segment, and that is

NVIDIA, they reported yesterday, high expectations in the business, Osset, is still

crushing it. Revenue was $26 billion, which is a billion more than the analysts were expecting.

They got a 10 for one stock split and they also announced the new chip platform.

The Blackwell is in full production do you have any big

takeaways before we get to the meat of the business? Ricky yeah I've got one

takeaway I think there must be some return on investment here for all the companies the

hyperscalers the enterprise businesses the internet businesses that are buying

products from invidia this is one thing analysts have worried about for a while. What if we get to the end of the road and people find out that generative AI doesn't really change much? Well, it's changing a lot and we saw that in the fact that in video which had such

about quarters you mentioned is up 10% today because in the fourth quarter is when

they think Blackwell will really start to sell, it's out of production.

And they only put their estimates forward one quarter at a time.

So it's leaving the whole investment community guessing how much more revenue can grow sequentially year over year

Two quarters from now. There's a lot of exciting things going on with NVIDIA. This is a data center business though.

It's how NVIDIA makes most of its money and just an eye-popping figure where I'm going to the decimal. I'm sorry.

Four hundred and twenty seven percent year over year growth for the data center business. I want to know who are the customers buying? What are they buying? How do they grow that much?

Yeah, it's so fascinating, Ricky.

This has made the other segments

...