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

7642.322 - 7669.174 David Rosenthal

made the point that data center revenue and data center capex is some of the stickiest revenue that is known to humankind just the organizational switching costs involved in data center procurement and data center architecture standardization decisions god that's a mouthful even to say at fortune 500 companies and the like is like they're not changing that more than once a decade at most