CosmicTaco
CosmicTaco
17mo

Mystery Whales Spend Billions on Nvidia's AI Chips

  • Three anonymous customers have each spent over $10 billion on Nvidia's AI chips this year, contributing significantly to the company's revenue.
  • These 'whales' are speculated to include Microsoft, Meta, and possibly Super Micro, though Nvidia has not confirmed this.
  • Despite the heavy reliance on these key accounts, Nvidia's future looks promising with the data-center training market potentially hitting $1 trillion.

Source: Fortune

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17mo ago
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