CEO Jensen Huang claims his AI chip business is diversified, but his own company’s filings suggest just a few whales account for every second dollar in revenue during the past quarter.
  • mozz
    78•18 days ago

    It seems unlikely that it’s all that mysterious

    OpenAI/Microsoft, Amazon, Meta, and Google

    There you go I solved the mystery

    • @loaExMachina
      3•16 days ago

      And they would’ve gotten away with it if it wasn’t for you meddling kid!

    • @[email protected]
      2•17 days ago

      Google

      Out of curiosity, why? They have their own TPU which they claim to be quite efficient. Is it because they can’t produce enough? Or because they have to resell NVIDIA for their own cloud, Google Cloud, to customers because they prefer to stick to CUDA? Or something else?

      • NaNEnglish
        6•17 days ago

        Different applications have better performance on one vs other. Google Cloud still offers a lot of Nvidia options.

    • Nomecks
      1•17 days ago

      Dell, HPe and Supermicro. System integrators are buying shitloads to resell.