Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
Yep. I bet the way it plays out is that where you landed in cloud 1.0 strongly dictates where you will land in this AI cloud era. Because at the end of the day, if customers are demanding NVIDIA stuff, then the cloud providers have every incentive in the world to make it so that you can run your applications great in their cloud.
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