Follow the Capex: Triangulating Nvidia
NVIDIA's Data Center revenue from major cloud providers like Amazon, Google, Microsoft, and Meta is analyzed. Microsoft stands out as a significant customer. The article emphasizes the increasing significance of AI infrastructure.
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The article discusses NVIDIA's Data Center segment revenue in relation to the CAPEX spending of major cloud providers like Amazon, Google, Microsoft, and Meta. It analyzes how much of NVIDIA's revenue comes from these hyperclouds and how their CAPEX is allocated for AI infrastructure. The data suggests NVIDIA is diversifying its customer base beyond hyperclouds. Microsoft appears to be NVIDIA's largest customer, accounting for a significant portion of revenue. The analysis also touches on Microsoft's increased spending on generative AI infrastructure and the implications for its overall cloud infrastructure investments. NVIDIA's own CAPEX is comparatively low, indicating a fabless approach. The article highlights the growing importance of AI infrastructure and the competitive landscape among major players in the industry.
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