It is NVIDIA day again. Yay...?

NVIDIA reported $81 billion of revenue and guided for $91 billion of revenue, which were $600 million and $1 billion above sell-side consensus.

Join us today as we learn about their new reporting segments, compute versus networking and what it tells us about how the market power of the networking players is evolving, Neoclouds, and why they are so important to NVIDIA, how NVIDIA could potentially outgrow hyperscaler capex, NVIDIA's surprising win in the frontier labs, the Vera CPU, and a bunch of other stuff including supply commitments, capital returns, Groq LPX, and the Vera Rubin ramp.

Have a great day! And happy Nvidia day.