thank you for all those great articles on substack. You mentioned that 40% of Nvidia's overall data center revenue for the year was from Al inference. How can you tell? I mean, they make money selling GPUs, right? They don't get paid for the usage, right?
Hey Brad,
thank you for all those great articles on substack. You mentioned that 40% of Nvidia's overall data center revenue for the year was from Al inference. How can you tell? I mean, they make money selling GPUs, right? They don't get paid for the usage, right?
Thank you :)
New subscriber and appreciate all of your great content- thank you. What prevents you from having a position here?
Thx
Fantastic information. Very helpful in understanding Nvidia's business.
Thanks for the great breakdown
Hello