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Nvidia, Salesforce, Dell and HP's Earnings Calls: 3 Notable Takeaways


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. ....

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