NVIDIA Corp at TD Cowen Technology, Media & Telecom Conference Transcript
Thank you, everybody. Welcome to day two of our 54th Annual TMT Conference. Really pleased to be joined on stage by Sean O'Loughlin, who heads up our networking coverage; and Gilad Shainer of NVIDIA. How did I do?
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Almost, almost. Close enough.
Questions & Answers
All right. I think my bosses are in the room so I am obligated to ask you for an Extel vote, if you think we've earned it this year. And if the Wi-Fi password wasn't subtle enough, we'd really appreciate it. Gilad, maybe just to start with that out of the way, you guys reported earnings last week. The networking numbers you gave, I think, were at $14.9 billion, up 199% year over year.
A lot of that is obviously captive in your NVL racks, but maybe you could walk through what are the key components that are driving all the momentum you're seeing on the networking side?
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