In this podcast, Motley Fool analyst Asit Sharma joins host Ricky Mulvey to discuss the boom of Nvidia 's data center business, future growth stories for the company, and some questions about its valuation. Then, Motley Fool contributor Matt Frankel and host Mary Long continue their conversation about David and Goliath business match-ups. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center .
To get started investing, check out our quick-start guide to investing in stocks . A full transcript follows the video. This video was recorded on May 23, 2024.
Ricky Mulvey: NVIDIA once again knocks the cover off the ball. You're listening to Motley Fool Money. I'm Ricky Mulvey joined today by Asit Sharma, Asit.
Good, we've been talking for 20 minutes, but it's still good to see you. Asit Sharma: Good to see you, Ricky. Ricky Mulvey: There's one story on the platter for the A segment and that is NVIDIA.
They reported yesterday, high expectations in the business. Asit is still crushing it. Revenue was 26 billion, which is a billion more than the analysts were expecting.
They got to 10 for one stock split and they also announced the new chip platform. The Blackwell is in full production. Do you have any big takeaways before we get to the meat of the business? Asit Sharma: Ricky, yeah I've got one takeaway.
I think there must be some return on investment here for all the companies, the hyperscalers, the enterprise businesses, the internet businesses t.