Nvidia (NVDA) CEO Jen-Hsun Huang was kind enough to speak with me this evening following the company’s conference call with analysts to discuss fiscal Q4 results
"Huang had said on the call that in large part, the outlook for this quarter’s revenue reflected the ongoing weakness in the PC business:
Our GPU business will be down very much in line with the PC industry and as you know, Intel (INTC), AMD (AMD), and other companies have already disclosed.
During our conversation, then, I asked Huang why he sees his GPU sales being affected by the PC market’s broader weakness, given that his sales tend to come from the higher end of the PC market, where gamers sustain demand for performance products of the kind Nvidia provides.
“Well,” said Huang, “there’s guidance, which is one thing, and then there’s what one delivers, and as you know, they’re not exactly the same thing.”
“We should guide to a number that we have a fairly high certainty of reaching.”