Christiaan Hetzner / Fortune:

Three Nvidia customers spent a collective $12.6B in Q3, over a third of Nvidia's total $35.1B Q3 revenue; each of them spent $10B+ in the nine months to October  —  Nvidia founder and CEO Jensen Huang doesn't have any real competition in the market for AI training chips.

Christiaan Hetzner / Fortune:

Three Nvidia customers spent a collective $12.6B in Q3, over a third of Nvidia's total $35.1B Q3 revenue; each of them spent $10B+ in the nine months to October  —  Nvidia founder and CEO Jensen Huang doesn't have any real competition in the market for AI training chips.

Source: TechMeme
Source Link: http://www.techmeme.com/241122/p7#a241122p7