Nvidia Part III: The Dawn of the AI Era (2022-2023)

5200.419 - 5220.872 Ben Gilbert

So there's a few interesting things in there, one of which is, oh my god, their revenue for this is concentrated among like five to eight companies with these CSPs. Two, they don't necessarily own the customer relationship. They own the developer relationship through CUDA. You know, they've got this unbelievable ecosystem right now of NVIDIA developers that's stronger than ever.