G+M seems like they make up the vast majority of the data center AI market (for internal usage), given it’s where Brain Deepmind and OpenAI are, and they have infinite money to spend on training and deploying AI models
Does anyone have hard numbers on how much of nvidias current or future revenue is reliant on these two customers?
Asking because I want to calculate the exact amt nvidia would lose if Microsoft’s “Athena” and Google’s “TPU” plays are successful, allowing their labs to advance without needing to buy any GPUs
[link] [comments] https://www.reddit.com/r/stocks/comments/14v8fou/how_much_revenue_does_nvda_get_from_googmsft/
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