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    Jake Wilhelm

    Vice President and Chartered Financial Analyst (CFA) at Wells Fargo Securities, LLC

    Jake Wilhelm is a Vice President and Chartered Financial Analyst (CFA) at Wells Fargo Securities, specializing in technology sector equity research with a focus on companies in the finance and consumer services industries. He has covered prominent public companies as part of his analyst duties and is recognized for his analytical acumen, although detailed performance rankings or success rates are not publicly listed. Wilhelm began his career as an Associate Equity Research Analyst at Stifel, Nicolaus & Co., Inc., before joining Wells Fargo Securities in 2017, where he has since advanced to his current leadership position. He holds FINRA registration and maintains relevant securities licenses, underlining his professional credentials and regulatory standing.

    Jake Wilhelm's questions to NVIDIA (NVDA) leadership

    Jake Wilhelm's questions to NVIDIA (NVDA) leadership • Q1 2026

    Question

    Jake Wilhelm, on behalf of Aaron Rakers at Wells Fargo, requested additional details on the strength in NVIDIA's networking business, focusing on the adoption of Ethernet solutions by cloud service providers and any shifts in network attach rates.

    Answer

    President and CEO Jensen Huang detailed significant growth across NVIDIA's networking platforms. He highlighted that NVLink for scale-up is a new growth vector exceeding $1 billion in Q1 shipments. He also noted that Spectrum-X Ethernet is now an over $8 billion annualized business, with Google Cloud and Meta joining as major customers, as it dramatically improves AI cluster efficiency.

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    Jake Wilhelm's questions to NetApp (NTAP) leadership

    Jake Wilhelm's questions to NetApp (NTAP) leadership • Q1 2025

    Question

    Jake Wilhelm, on behalf of Aaron Rakers, asked about the state of enterprise demand for AI products, specifically what stage of adoption the market is in and what the competitive landscape looks like.

    Answer

    CEO George Kurian described the market as being in the 'early innings' from a storage perspective. He explained that the current phase involves customers 'getting their data ready for AI' by unifying it in data lakes, where NetApp is well-positioned due to its large unstructured data installed base. He believes the major storage inflection will occur as inferencing and data generation from technologies like RAG become mainstream.

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