We're seeing 89 cents adjusted for earnings per share that is 5 cents higher than what the street anticipated, up 82% from a year ago, so it is decelerating, but still higher.

調整後的每股收益為 89 美分，比市場預期高出 5 美分，比去年同期增長了 82%，是以增長速度有所放緩，但仍然較高。

On revenues of $39.3 billion, that is higher than the street anticipated, and I'm also seeing data center revenue coming in at 35.6 billion, the street was anticipating 33, so also a slight beat, we'll go back to you with the guidance.

收入為 393 億美元，高於市場預期；數據中心收入為 356 億美元，市場預期為 33 億美元，也略高於預期。

All right, Christina Parthenavalis, thank you.

好的，克里斯蒂娜-帕特納瓦利斯，謝謝。

Still coming through that result.

結果還是出來了。

Stephanie Link, want to get your reaction to this with a beat on the top and bottom lines, and it looks like data center revenue beat as well and the stock spiking about 3 and a half percent right now.

斯蒂芬妮-林克（Stephanie Link），我想了解一下你對此的反應，公司的收入和淨利潤都有所增長，而且數據中心的收入似乎也有所增長，現在股價飆升了約 3.5%。

Uh, well, revenue beat, that was good.

好吧，收入節拍，這是很好的。

I think there was expectation that revenue was going to beat.

我想，大家都期望收入會超過預期。

So obviously very positive.

所以顯然是非常積極的。

But data center, I think it's all driven by the data center.

但數據中心，我認為這一切都是由數據中心驅動的。

Um when you have uh the street that was looking for 34.1 uh billion.

嗯，當你有嗯街道，是尋找341呃十億。

That would be up 11% sequentially and then the number was uh better than expected at 35.6, so that's up 12% sequentially, that should be good, good enough.

這一數字將環比增長 11%，而 35.6 這一數字好於預期，是以將環比增長 12%，這應該是不錯的，足夠好了。

But I think at the end of the day, we just have to hear the conference call.

但我認為，我們最終還是要聽電話會議。

I think this is the most anticipated conference call uh of the season, of the earning season.

我想這是本季度最令人期待的電話會議，也是本季度最賺錢的電話會議。

Uh because we want to hear more details about Deep Seek.

因為我們想知道更多關於 "深度探索 "的細節。

We want to hear more about Blackwell and the capacity supply issues and that sort of thing.

我們希望聽到更多關於布萊克韋爾和產能供應問題之類的資訊。

And then of course, uh want to hear what they have to say about the data center build out in general from Microsoft to meta to all the the big the the big names uh where all the capx is going.

當然，我還想聽聽他們對數據中心建設的看法，從微軟到 Meta，再到所有的大公司，所有的資本支出都去哪兒了。

So um I think we have to wait for the call, unfortunately.

不幸的是，我們得等電話通知了。

But the numbers look good to me.

但在我看來，這些數字還不錯。

Yeah, and even beyond the call, of course, Jensen Wong's going to be with us on CNBC after he talks to analysts for even more detail.

是的，當然，在電話會議之外，黃仁勳在與分析師交談之後，還會在CNBC與我們分享更多細節。

Pat Morehead, um no no big surprises here.

帕特-莫黑德（Pat Morehead），嗯，沒有什麼大驚喜。

It looks like beats pretty much across the board.

看起來幾乎是全軍覆沒。

But we we have to dig more into the margins and of course you want to hear about Blackwell, right?

但我們必須更深入地挖掘邊緣地帶，當然你也想聽聽布萊克韋爾的情況，對嗎？

That's absolutely right, you know, I did expect a double beat uh and maybe that wasn't too hard to figure out, but I know there are a lot of bears out there that question about uh everything that I want to know uh is in the CFO commentary and on the call, right?

這完全正確，你知道，我確實預計會有雙重打擊，呃，也許這並不難理解，但我知道有很多低迷的市場在那裡質疑呃，我想知道的一切，呃是在首席財務官的評論和電話，對不對？

We need to understand details about the Blackwell roll out, uh supply chain clarity.

我們需要了解布萊克韋爾推出計劃的細節，以及供應鏈的清晰度。

I would love for Jensen to come out and be very direct on Deep Seek.

我很希望詹森能站出來，直接談 Deep Seek。

I've been on your show before saying Deep Seek.

我曾在你的節目中說過 "深尋"。

commentary from Jensen Wong in the release as well.

發佈會上還有 Jensen Wong 的評論。

I know we're going back to Christina Parthenavalis right now for more from these results, Christina.

克里斯蒂娜-帕特納瓦利斯（Christina Parthenavalis）將為我們帶來更多相關報道。

Well, just to your point that bullish commentary, he said quote, we've successfully ramped up the massive scale production of Black.

他引用了你的觀點："我們已經成功地擴大了布萊克的大規模生產。

details on more than as far as uh is concerned.

就呃而言，詳細情況不止這些。

But I think the reaction here is the stock's up a little bit.

但我認為，現在的反應是股票漲了一點。

What we've seen with Nvidia since last summer is multiple rallies ending on a positive day and then an intraday reversal indicating investors selling into strength.

自去年夏天以來，我們在 Nvidia 身上看到的情況是，多次反彈均以陽線報收，然後出現日內反轉，表明投資者在強勢中拋售。

So I think the real key that'll be watching is tomorrow.

是以，我認為明天才是真正的關鍵。

How does that stock react?

這隻股票的反應如何？

Do we see some do we see strength or do we if we do see strength in the morning, does it immediately get sold off?

我們是否看到了一些力量，或者如果我們早上看到了力量，是否會立即被拋售？

And if it does, that'll just uh tell us that the stock continues to be in a distribution mode um rather than under accumulation.

如果是這樣，那就說明該股仍處於分配模式，而不是積累模式。