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.
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?
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It seems unlikely that it’s all that mysterious
OpenAI/Microsoft, Amazon, Meta, and Google
There you go I solved the mystery
Dell, HPe and Supermicro. System integrators are buying shitloads to resell.
Who are you, who is so wise in the ways of science?
And they would’ve gotten away with it if it wasn’t for you meddling kid!
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?
Different applications have better performance on one vs other. Google Cloud still offers a lot of Nvidia options.