Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
David Rosenthal
I would have agreed with you, but I actually think there is strong counter-positioning in the data center world right now. NVIDIA and Jensen put a flag in the ground several years ago where they said, we are going to re-architect the data center and all the existing data center hardware and compute providers had strong incentives not to do that.
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