Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
David Rosenthal
Yeah. There is a mile of distance metaphorically between like an Equinix and AWS. Yep. But. They're data centers. And there is a fundamental shift, at least according to Jensen, a fundamental shift that is happening in data centers. So I think that probably does create some shifting sands that the cloud market is going to have to navigate.
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