All-In with Chamath, Jason, Sacks & Friedberg
Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
David Friedberg
If you look at NVIDIA's revenue, they did $26 billion of total revenue in the quarter, $22 billion of which was data center, and about 40% of that was from the top four hyperscalers. So a full one-third of Nvidia's revenue in the quarter came from, I believe it's Google, Amazon, Microsoft, and Meta.
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