By Yahoo Finance Video
Publication Date: 2026-02-25 16:19:00
00:00 Speaker A
It feels like, I mean, the the vibes in the room have changed, to say the least, right? Around AI as we were just talking about. Um and it feels like the Nvidia juggernaut, the steam engine, whatever analogy you want to use for it, like it’s slowed down a little bit.
00:18 Dan
I think it’s, yeah, I think it’s mostly vibes. Just like people being like, you know, oh well, we’re we’re focusing more on software than anything. Uh in the sense of AI, right? The the Anthropics, the OpenAIs, the the the different platforms that are out there. Uh you know, AMD obviously got a big boost yesterday with the announcement that they’re uh they had that 6 gigawatt deal uh with Meta.
00:43 Speaker A
By the way, last week, Nvidia signed its own deal with Meta.
00:46 Dan
Yeah, and it didn’t get that big of a boost, but that’s more because AMD is kind of playing catchup in that space and so it’s showing that it has the chops with its new rack scale system, Helios, to get a vendor or a customer like Meta. That’s that’s a very big deal for them. But uh let’s just go over the numbers real quick for Nvidia. Uh analysts are expecting $1.53 uh earnings per share on revenue of 65.8 billion. Not bad. Uh that would be up from 89 cents a share and 39.3 billion. Uh so, you know, it’s not like these are numbers to sneeze at at all. The vast majority of that obviously coming from the data center business. That would be 60.2 billion. And I just…
