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

5569.048 - 5601.73 David Rosenthal

annual spend on data centers to update and add to that capex is 250 billion dollars a year and nvidia has certainly the most cohesive fulsome and coherent platform to be the future of what those data centers are going to look like for a large amount of compute workloads This is a very different story than like, oh, we're going to get 1% of this $100 trillion of industry out there.