CES Financial Analyst Call Summary

The following is excerpted from the question-and-answer section of the transcript.

Question: Stacy Rasgon - Bernstein Research - Analyst : We're good? Awesome, thanks. Thanks for doing this, guys. Stacy Rasgon, Bernstein Research. Maybe one question, one tiny follow up. But just on the first question, the near term guidance, I think, had revenues up a couple of billion dollars sequentially. It sounded like from your commentary on Blackwell though that the Blackwell sequential should be more than that. You talked about it being better than you thought before, which is better than more than several billion, whatever that means, but it sounds like it should be more. So I'm just curious what is going on with the rest of the business? Is there something around like near-term Hopper demand or crossover that we should be aware of? Is it just conservatism? Like, how should we be thinking about the different components? Especially as now, Blackwell, as you mentioned yesterday, I think, is now in full production and looks like it's ramping pretty strongly.