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    Jake Wilhelm • Wells Fargo Securities, LLC

    Jake Wilhelm's questions to NVIDIA Corp (NVDA) leadership

    Jake Wilhelm's questions to NVIDIA Corp (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 Inc (NTAP) leadership

    Jake Wilhelm's questions to NetApp Inc (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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