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

8509.035 - 8534.68 Ben Gilbert

It's hard to move off of it. There's this sort of interesting question of, will winning Cloud 1.0 for all these Google, Microsoft, Amazon, will that toehold actually enable them to win in the Cloud AI era? On the one hand, you'd think, yes, absolutely, because I want to train my AI models right next to where my data is. It's really expensive to move my data somewhere else to do that.