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Nvidia, Salesforce, Dell and HP s Earnings Calls: 3 Notable Takeaways Nvidia signaled that it expects very strong second-half server GPU demand, while Salesforce was eager to talk about the long-term impact of remote work on its business. This was a fairly busy tech earnings week, as a slew of well-known large-cap companies posted their April-quarter numbers. Here s a look at some of the comments that stood out for me during the companies earnings calls. 1. Nvidia Appears to Be Prepping for Very Strong Second-Half Data Center Segment Demand [In] terms of Data Center.We have growth from [fiscal] Q1 to Q2 planned in our overall guidance. And we do see as things continue to open up a time to accelerate in the second half of the year for Data Center, said CFO Colette Kress during Nvidia s (NVDA) call.

Colette kressBret taylorJensen huangMarie myersMarc benioffData centerNvidia data centerHp incHalf data center segmentService cloudVery strong second half data center segmentMargin boostSales cloudComponent shortagesHigher costs through yearEric jhonsa