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

5221.412 - 5242.07 Ben Gilbert

But in terms of the actual customer... half of their revenue is intermediated by cloud providers. The second interesting thing about this is even today in this AI explosion, the second biggest segment of data centers is still the consumer internet companies. It's still all that stuff we were talking about before of the uses of machine learning to...

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