) second quarter earnings results, due out after the market close on Wednesday, August 28. Moor Insights & Strategy Founder, CEO and chief analyst Patrick Moorhead joins Yahoo Finance to discuss what to look for in the report.
We're bringing in Patrick Moorhead, founder, CEO and chief analyst at more insights and ST Patrick always great to have you on the show, my friend.What do you make a beeline for in that report?So the things I'm looking for is, you know, this hyper scalar uh train is not going to stop any time soon.What I am wanting to dig into is how is the enterprise business growing?And the next is really the uh system level versus GP US.
You know, I think we saw a similar type of behavior when Elon Musk uh with Xa I uh he didn't go, he didn't opt for the the highest performance ones he got what he could get.That that would be a huge challenge because it's not just about delivering the previous chips you have to develop, you have to deliver and build the entire ecosystem that goes along with that.You remain at least right now bullish confident about NVIDIA for, you know, at least the next 12 months.
And even though there isn't a lot of correlation between how NVIDIA does and how A I smartphones and A IP CS are doing, it will undoubtedly, uh have people, people will make incorrect assumptions tying those two together.
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