By Yahoo Finance Video
Publication Date: 2026-05-05 20:42:00
00:00 Dan
The runup has been incredible. This company has multiple catalysts and tailwinds. Of course, this data center CPU trend has helped to catch fire right along with the Intel run we’ve just recently seen. But this is a company that’s really just at the precipice of fully benefiting from its data center AI business. And I think a lot of the market, Josh has been patiently waiting for Lisa to be maybe more bullish with her forecasts around the Instinct, its GPU line and its future rack scale systems. But
00:41 Dan
I actually think this, every number you read out as I listened, it seemed like a beat. I really didn’t see what they missed besides a slightly higher capex, which has become the norm these days.
00:54 Josh
Yeah, as you’re talking, we’ve now flipped into the green. Now we’re up about 2%, Dan. What that all important data center business, Dan, what do you think growth and margins look like in the quarters ahead?
01:09 Dan
Yeah, I mean, I think she’s she really mapped out a a plan for three to five years of like 60% growth and uh, you know, I think they’re sitting in the 50s right now and people want to see that number, you know, they want to see that kind of I mean doubling almost that Nvidia had doubling, tripling, triple digit, but she’s more conservative, we know that. She’s taking that approach. And the margins, uh, you know, the guide was right in line. I mean, look, there’s a lot to manage right now with…
